Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Elliott is a financial advisor with Truist Advisory Services, Inc. in Richmond, Virginia. Daniel has been in the financial services industry since 2003 and has held various positions at different firms. Daniel has a wide range of experience in the industry and is committed to providing his clients with personalized financial advice. Daniel is a registered representative and investment advisor representative. Daniel holds the Series 3, 4, 7, 24, 31, 53, and 66 licenses. Daniel also holds the SIE exam. Daniel is a member of the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor representative.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
02/11/2004 - 12/10/2007
FIRST CLEARING, LLC (RICHMOND VA)
CT
02/04/2003 - 10/20/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
09/18/2002 - 12/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/2002 - 12/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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