Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Everett Shaw is a financial advisor who has been in the industry since 2017. Daniel has a Series 63, Series 7, and SIE licenses. He is registered with the states of Pennsylvania and Texas. He is also a Certified Financial Planner. Daniel currently works for Vanguard Advisers, Inc.
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.
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
PA
10/28/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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