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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Peckham is a financial advisor with Morgan Stanley. Daniel has been in the industry since 1994 and has held positions with a number of firms including WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, and PAINEWEBBER INCORPORATED. Daniel holds licenses in multiple states including Arizona, California, Florida, Illinois, Indiana, Kentucky, Maryland, Michigan, Missouri, New York, Ohio, Oregon, and Rhode Island. Daniel has experience in a variety of investment areas including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
07/26/2016 - Present
Morgan Stanley (East Lansing MI)
MI
07/01/2003 - 07/26/2016
WELLS FARGO ADVISORS, LLC (EAST LANSING MI)
NY
05/24/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/11/1995 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/28/1995 - 07/05/1995
PAINEWEBBER INCORPORATED
OH
04/22/1994 - 07/05/1995
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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