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 Morris is an Investment Advisor Representative with Eagle Strategies LLC. Daniel has been in the securities industry for over 11 years. Daniel is registered with FINRA as a General Securities Representative and holds Series 6, 7, 63 and 65 securities licenses. Daniel also holds a SIE license. Daniel is currently registered in 24 states and has a proven track record of success in providing financial advice to individuals, families, and businesses. Daniel specializes in financial planning, retirement planning, college savings, and estate planning. Daniel's clients appreciate Daniel's personalized approach and commitment to helping them achieve their financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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CO
07/30/2021 - Present
Eagle Strategies LLC (LAKEWOOD CO)
IA
Issued 06/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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