Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lawrence is a financial advisor working for First Command Advisory Services. Daniel has been in the financial services industry for over 3 years. He is a registered investment advisor and has Series 66, Series 7TO and SIE licenses. He is also registered to sell securities in Kansas, Michigan, Missouri and Virginia. He has a total of 110,166 client accounts with assets under management of over $22 billion. Daniel's areas of expertise include financial planning and portfolio management for individuals and charitable organizations.
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.
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.
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2
KS
01/14/2021 - Present
First Command Advisory Services (Leavenworth KS)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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