Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David Graham has been in the financial services industry since 1999. He is currently registered with Principal Securities, Inc. as a Registered Representative. Daniel is also a registered Investment Advisor Representative in Florida and Texas. His primary office is located in Palm Harbor, FL. Daniel is a licensed agent and has a Series 7 and Series 66 license. Daniel has a Bachelor of Arts degree in finance from the University of Central Florida. Daniel has been recognized as a Five Star Wealth Manager by Five Star Professional. Daniel is active in the community and is a board member of the Florida Dream Center.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
02/16/2023 - Present
Principal Securities, Inc. (PALM HARBOR FL)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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