Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coblentz is a financial advisor at Raymond James Financial Services Advisors, Inc. in Huntsville, Alabama. Daniel has been working in the financial industry since 2019 and holds Series 7TO, Series 63, and Series 65 licenses. Daniel specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Daniel is committed to helping clients achieve their financial goals. Daniel is also associated with Pinnacle Financial Partners/Pinnacle Bank and Pinnacle Asset 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
08/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (Huntsville AL)
AL
08/29/2019 - 05/08/2022
CETERA INVESTMENT SERVICES LLC (HUNTSVILLE AL)
IA
Issued 01/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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