Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Domingo Anderle is a financial advisor with over 15 years of experience in the industry. Daniel is currently registered with Raymond James Financial Services Advisors, Inc., and provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Daniel has held previous roles with CUSO Financial Services, LP, UnionBanc Investment Services, LLC, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Edward Jones, and Banc of America Investment Services, Inc.
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
CA
10/21/2019 - Present
Raymond James Financial Services Advisors, Inc. (Encinitas CA)
CA
12/20/2017 - 10/17/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
06/09/2016 - 08/02/2017
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
05/06/2016 - 06/13/2016
J.P. MORGAN SECURITIES LLC (ENCINITAS CA)
NM
11/21/2012 - 01/11/2016
WELLS FARGO ADVISORS, LLC (ALBUQUERQUE NM)
CA
07/10/2009 - 09/14/2012
EDWARD JONES (SAN DIEGO CA)
CA
10/13/2006 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
CA
02/07/2006 - 10/10/2006
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
BOTH
Issued 07/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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