Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Graham Head is a financial advisor registered with Osaic Advisory Services, LLC. Daniel has been in the financial industry since 1981 and has experience with securities, commodities, and investment advisory services. Daniel has obtained the following securities licenses: Series 3, Series 7, Series 63, and Series 66. Daniel offers services for individuals, corporations, businesses, pension plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
TN
08/15/2016 - Present
Osaic Advisory Services, LLC (Knoxville TN)
TN
07/29/2016 - 08/23/2024
TRIAD ADVISORS LLC (Knoxville TN)
TN
11/24/2008 - 08/02/2016
WELLS FARGO ADVISORS, LLC (KNOXVILLE TN)
TN
10/17/1994 - 12/02/2008
UBS FINANCIAL SERVICES INC. (KNOXVILLE TN)
NA
10/03/1994 - 10/12/1994
PAINEWEBBER INCORPORATED
NY
06/03/1987 - 10/12/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/11/1981 - 06/09/1987
PAINEWEBBER INCORPORATED
NA
04/19/1982 - 05/14/1982
CG EQUITY SALES COMPANY
BOTH
Issued 11/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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