Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ford Green is a financial advisor with over 17 years of experience in the industry. Daniel is currently registered with Private Advisor Group, LLC and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Daniel holds several professional licenses, including Series 7, 6, and 66. He is also a registered Investment Advisor Representative (IAR) in Virginia. Prior to joining Private Advisor Group, LLC, Daniel worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Daniel is committed to providing his clients with a high level of service and expertise.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/04/2013 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
01/01/2008 - 11/04/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
VA
01/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARLOTTESVILLE VA)
NC
09/06/2001 - 10/26/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 02/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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