Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Tidwell is a financial advisor with over 40 years of experience in the financial services industry. Daniel has been registered with Janney Montgomery Scott LLC since 2017. Prior to joining Janney Montgomery Scott LLC, Daniel was a registered representative with Morgan Stanley. Daniel's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel is also a Series 7, Series 8, Series 24, Series 63, and Series 65 licensed professional. Daniel is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
02/18/2022 - Present
Janney Montgomery Scott LLC (Georgetown DE)
DE
06/01/2009 - 11/03/2017
MORGAN STANLEY (REHOBOTH BEACH DE)
DE
08/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LEWES DE)
DE
10/18/1994 - 08/21/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REHOBOTH BEACH DE)
NY
03/25/1982 - 11/09/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/24/1977 - 06/13/1983
W. N. WHELEN & CO., INC.
NA
10/21/1976 - 03/26/1977
JANNEY MONTGOMERY SCOTT INC.
IA
Issued 01/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/22/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1982
PC - AMEX Put and Call Exam
BC
Issued 10/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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