Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Glenn Freed is a financial advisor with over 20 years of experience in the industry. Daniel is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC in Venice, Florida. Daniel has previously worked with Raymond James Financial Services, Inc., Morgan Keegan & Company, Inc., BB&T Investment Services, Inc., SunTrust Securities, Inc. and The Huntington Investment Company. Daniel holds Series 7, 9, 10, 24, 63 and 65 licenses and is a Certified Financial Planner. Daniel specializes in providing financial planning, investment management, and other investment consulting services to a range of clients, including high net worth individuals, corporations, charitable organizations, and pension plans.
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
FL
03/15/2022 - Present
Wells Fargo Clearing Services, LLC (VENICE FL)
TN
03/18/2011 - 06/11/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
FL
12/01/2004 - 03/10/2011
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
NC
03/19/2003 - 11/30/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
GA
02/16/2002 - 03/14/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
OH
03/29/2000 - 02/16/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 01/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities 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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