Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coye Weaver is a Registered Investment Advisor Representative associated with Executive Wealth Management, LLC. Daniel has been in the financial industry since 2007. He is a Series 6, 7, 63, and 65 licensed professional. He is also a licensed insurance agent. Daniel focuses on providing investment advisory services, primarily in the area of financial planning, retirement planning, and asset management. Daniel is committed to providing his clients with personalized and comprehensive financial advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
11/21/2019 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
06/01/2017 - 08/01/2023
PRIVATE CLIENT SERVICES, LLC (Jackson MI)
MI
05/20/2011 - 06/02/2017
INVEST FINANCIAL CORPORATION (JACKSON MI)
MI
12/20/2010 - 03/14/2011
HANTZ FINANCIAL SERVICES, INC. (ANN ARBOR MI)
TX
08/02/2007 - 09/16/2010
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
IA
Issued 02/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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