Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Crowe is a registered investment advisor representative, holding both Series 6 and Series 7 licenses. Daniel has over 10 years of experience in the financial services industry, having worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. before joining Wells Fargo Clearing Services, LLC. Daniel currently holds a Series 66 license, allowing him to provide investment advisory services to individuals and institutions. Daniel has expertise in a variety of investment products and services, including investment management, financial planning, and retirement planning. Daniel provides services to a wide range of clients, including high-net-worth individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
09/04/2021 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
10/01/2012 - 09/29/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/23/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 09/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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