Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Archer is a financial advisor with Act Wealth Management, LLC. Daniel is registered with the state of Texas and New Mexico. Daniel has been in the financial industry for over 20 years. Daniel earned the Certified Financial Planner designation and has experience in portfolio management for individuals and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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TX
12/08/2010 - Present
ACT Wealth Management, LLC (ALLEN TX)
TX
08/09/2006 - 10/08/2007
AMERICAN SECURITIES GROUP, INC. (DALLAS TX)
NJ
01/11/2002 - 12/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/19/1996 - 01/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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