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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 Fowler is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel is a registered representative with 9 years of experience in the financial services industry. Daniel holds Series 6, Series 63, and Series 65 licenses. Daniel offers financial planning, portfolio management, and investment advisory services to a variety of clients. Daniel has also worked with Ameritas Investment Corp. and Capital Choice Financial Services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
SC
06/20/2019 - Present
Cambridge Investment Research Advisors, Inc. (Greenville SC)
GA
06/21/2017 - 10/11/2017
AMERITAS INVESTMENT CORP. (Buford GA)
GA
10/27/2014 - 06/21/2017
CCF INVESTMENTS, INC. (Buford GA)
IA
Issued 09/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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