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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Myers is a financial advisor with Arvest Wealth Management, a firm with a history of providing investment and financial services to individuals, businesses, and charitable organizations. Daniel has been in the financial services industry since 2009 and holds the Series 63, 66, and 7 securities licenses, in addition to the SIE exam. He is also a Certified Financial Planner and Chartered Financial Analyst. Daniel is registered with the state of Oklahoma and Texas. Daniel is known for his expertise in providing financial planning, portfolio management, and pension consulting. He also teaches as an adjunct finance instructor at Northeastern State University in Oklahoma.
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.
A percentage of the total value of assets under management is charged.
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2
OK
05/06/2022 - Present
Arvest Wealth Management (Oklahoma City OK)
OK
07/11/2018 - 05/24/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Edmond OK)
FL
04/05/1999 - 07/23/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 05/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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