Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Dill is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Stifel, Nicolaus & Company, Inc. and has worked for several other firms over the course of his career, including Merchant Capital, L.L.C., George K. Baum & Company, Miller & Schroeder Financial, Inc., Kirchner, Moore and Company, and Kidder, Peabody & Co. Incorporated. Daniel is a licensed securities agent, holding Series 7, Series 50, Series 52TO, Series 53 and SIE licenses.
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.
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.
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
WA
01/02/2015 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
AL
12/01/2010 - 01/02/2015
MERCHANT CAPITAL, L.L.C. (MONTGOMERY AL)
WA
08/09/2001 - 11/30/2010
GEORGE K. BAUM & COMPANY (BELLEVUE WA)
MN
12/02/1993 - 05/16/2001
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
MO
03/20/1990 - 02/02/1993
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NA
04/13/1988 - 03/19/1990
KIRCHNER, MOORE AND COMPANY
NA
09/21/1981 - 03/05/1986
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 12/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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