Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Forrest Anderson is a financial advisor with over 20 years of experience in the industry. He is currently registered as a Registered Representative with Raymond James Financial Services Advisors, Inc. in Seymour, Indiana. Anderson has held various positions in the financial industry, including at First Financial and Raymond James Financial Services, Inc. He has a broad range of experience working with individuals, businesses, and institutions. Anderson holds Series 7, 24, 51, 63, and 66 licenses as well as a SIE. He is also a Vice President at JCB Investment Services and SVP - Chief Wealth Management Officer at JCB Bank.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
05/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (Seymour IN)
IN
05/14/2002 - 04/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBURG IN)
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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