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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 Petre is a financial advisor at Raymond James Financial Services Advisors, Inc. Daniel Petre is licensed in Florida as a registered representative and investment advisor. Daniel Petre is registered with Financial Industry Regulatory Authority (FINRA) and the state of Florida. Daniel Petre has been in the industry for over 10 years and has prior experience with Raymond James & Associates, 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.
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
FL
06/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
08/20/2018 - 06/05/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/20/2016 - 10/19/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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