Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Da camara canto is an investment professional based in Boise, Idaho. Daniel has worked in the financial industry since March 12, 2012, and currently holds Series 7, 63, 66, and SIE licenses. Daniel is registered with U.s. Bancorp Investments, Inc. Prior to joining U.s. Bancorp Investments, Inc., Daniel has held positions at UnionBanc Investment Services, LLC, AXOS INVEST LLC, AXA Advisors, LLC, and Wells Fargo Advisors, LLC. Daniel has experience providing financial planning, portfolio management, and other advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
ID
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (Boise ID)
CA
11/09/2022 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
NV
05/26/2022 - 09/26/2022
AXOS INVEST LLC (LAS VEGAS NV)
CA
12/08/2017 - 07/01/2019
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
10/08/2012 - 10/26/2015
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
01/03/2011 - 06/22/2012
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
11/23/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
BC
Issued 01/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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