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 Greenwood has been in the industry since January 6th, 1988. Daniel is currently a registered representative at D.a. Davidson & Co. Daniel has previously been employed at Seattle-Northwest Securities Corporation, Strand, Atkinson, Williams & York, Inc., Fixed Income Securities, LP, W. H. Mell Associates, Inc., J.J. Kenny Drake, Inc. and J. F. Hartfield & Co., Inc. Daniel holds the following licenses: Series 63, Series 65, Series 7, Series 53, SIE. Daniel is registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin. Daniel specializes in Fixed Income, Mutual Funds, Annuities, Options, REITs, Equity, Private Placements, Alternative Investments, and Investment Advisory.
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.
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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2
WA
05/14/2012 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
05/15/2006 - 05/11/2012
SEATTLE-NORTHWEST SECURITIES CORPORATION (SEATTLE WA)
WA
04/13/2005 - 05/01/2006
STRAND, ATKINSON, WILLIAMS & YORK, INC. (BAINBRIDGE ISLAND WA)
CO
12/18/2003 - 04/13/2005
FIXED INCOME SECURITIES, LP (MONUMENT CO)
NJ
02/21/2001 - 11/26/2003
W. H. MELL ASSOCIATES, INC. (SUMMIT NJ)
NY
05/29/1991 - 02/14/2001
J.J. KENNY DRAKE, INC. (NEW YORK NY)
NJ
08/20/1987 - 02/19/1991
J. F. HARTFIELD & CO., INC. (JERSEY CITY NJ)
IA
Issued 10/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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