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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 Enrique Combs is a financial advisor with Raymond James & Associates, Inc. located in St. Petersburg, Florida. Daniel has been in the industry since May 23, 2018 and has a Series 6, Series 7TO, Series 57TO, and Series 63 license. Daniel has been with Raymond James & Associates, Inc. since February 21, 2019. Prior to that, Daniel was with T. Rowe Price Investment Services, Inc. in Tampa, Florida.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/21/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/05/2018 - 01/02/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 04/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 57TO - Securities Trader Exam
BC
Issued 06/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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