Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dwight Davis is a financial advisor registered with Vanguard Advisers, Inc.. Daniel has been in the financial services industry since 2008. Daniel has been employed by Vanguard Advisers, Inc. since 2013. Prior to that Daniel was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2009 to 2013 and BANC OF AMERICA INVESTMENT SERVICES, INC. from 2008 to 2009. Daniel is registered as a Registered Representative in Pennsylvania and a Registered Investment Advisor Representative in Pennsylvania and Texas. Daniel has passed the Series 7, Series 66 and SIE exams. Daniel specializes in providing financial planning and portfolio management services for individuals, businesses and pooled investment vehicles.
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.
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
PA
02/24/2015 - Present
Vanguard Advisers, Inc. (MALVERN PA)
MA
10/23/2009 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
02/26/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 05/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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