Unclaimed
Daniel Edward Cundiff is a financial advisor at Edward Jones. Daniel has been in the industry for over 10 years, holding various roles at different companies before joining Edward Jones. He is registered in Alabama and Texas as an Investment Advisor Representative. Daniel holds Series 66, Series 7TO and SIE licenses and specializes in helping individuals and businesses with their financial planning needs. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their goals.
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.
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.
See schedule d - miscellaneous
1
2
AL
08/07/2023 - Present
Edward Jones (HUNTSVILLE AL)
AL
05/19/2023 - 06/08/2023
EDWARD JONES (HUNTSVILLE AL)
BOTH
Issued 06/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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