Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gillins is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Raymond James Financial Services Advisors, Inc. and has previously held positions with Morgan Stanley and First Investors Corporation. Daniel holds Series 3, 6, 7, 9, 10, 31, and 66 licenses and is also a Certified Financial Planner. Daniel provides a range of financial services including financial planning, portfolio management for individuals and businesses, and educational seminars. Daniel is dedicated to providing his clients with the personalized service and guidance they need to 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
02/20/2013 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
NV
06/01/2009 - 02/12/2013
MORGAN STANLEY (ELKO NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RENO NV)
NV
12/06/2002 - 04/02/2007
MORGAN STANLEY DW INC. (RENO NV)
NJ
07/08/2002 - 08/28/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 02/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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