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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Crowe is a financial advisor with over 15 years of experience in the industry. Daniel is a registered representative and investment advisor representative in Illinois and holds the Series 63, Series 65, Series 7, and Series 24 licenses, along with the SIE designation. Daniel is a Chartered Financial Analyst and has been with William Blair since 2011. Daniel has a long history of working with high-net-worth individuals and families, as well as corporations and other businesses. William Blair is a leading global investment banking and asset management firm with a strong reputation for providing high-quality financial services. The firm's focus is on providing comprehensive financial planning and investment management services, including portfolio management, equity research, and other advisory services.
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.
Equity research services
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
IL
05/16/2011 - Present
William Blair (CHICAGO IL)
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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