Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Douglas MacLean is a financial advisor at J. W. Cole Advisors, Inc. Daniel has over 15 years of experience in the financial services industry. Daniel is registered with the state of Florida as an Investment Advisor Representative and is also a Series 66, Series 7 and Series 6 licensee. Daniel is a Certified Financial Planner (CFP®) and offers various financial planning and investment management services to individuals, businesses and charitable organizations. Daniel has previously worked at Morgan Stanley, Fidelity Investments, and IHT Wealth Management.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/17/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
03/14/2019 - 08/19/2020
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
FL
08/13/2010 - 03/08/2019
MORGAN STANLEY (TAMPA FL)
FL
12/03/2007 - 07/15/2010
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
08/10/2007 - 10/19/2007
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel MacLean is the right advisor for you? Invested Better is here to help.
