Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Donahue is a financial advisor at Wells Fargo Advisors Financial Network, LLC, and has been in the industry since April 17, 1989. Daniel is licensed to provide investment advice in 32 states and the District of Columbia. Daniel is also a Certified Financial Planner. Daniel has over 30 years of experience in the financial services industry, and is committed to providing clients with personalized financial advice.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
04/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK IL)
IL
01/01/2008 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
04/23/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OAKBROOK TERRACE IL)
NA
04/02/1990 - 05/04/1993
HAMILTON INVESTMENTS, INC.
IL
04/18/1989 - 04/05/1990
WAYNE HUMMER & CO. (CHICAGO IL)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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