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 a financial professional with over 10 years of experience in the industry. Daniel Morris is currently registered with Eagle Strategies LLC, and has been affiliated with this firm since June 2014. Daniel Morris has a Series 6, 7, 63, and 65 license as well as a SIE license. Prior to joining Eagle Strategies LLC, Daniel Morris was affiliated with NYLIFE SECURITIES, LLC and NEW YORK LIFE INSURANCE. Daniel Morris is licensed in multiple states and has expertise in providing financial planning, investment management services and portfolio management for individuals. Daniel Morris offers a variety of fee-based compensation arrangements to meet the needs of clients.
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 6/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2014
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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