Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Derek Washam is a financial advisor with U.S. Bancorp Investments, Inc. in Minneapolis, MN. Daniel has been in the financial services industry since 2011 and holds Series 63, SIE, and Series 79 licenses. Daniel is registered with the state of Minnesota.
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
MN
01/10/2013 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
01/17/2011 - 11/16/2012
HOULIHAN LOKEY CAPITAL, INC. (MINNEAPOLIS MN)
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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