Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gray Rascoe is a financial advisor with Titleist Asset Management, LLC, with over 20 years of experience in the financial services industry. Daniel has experience working with high-net-worth individuals, corporations, and other businesses. Daniel is registered to provide investment advisory services in Texas and holds FINRA Series 7, 24, 55, 63, 65 and 66 securities licenses.
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.
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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TX
11/17/2023 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
WA
11/21/2019 - 01/04/2022
MADISON AVENUE SECURITIES, LLC (Burien WA)
WA
04/30/2015 - 10/03/2018
TD AMERITRADE, INC. (SEATTLE WA)
FL
08/30/2012 - 04/17/2015
TRADEKING (FORT LAUDERDALE FL)
FL
01/25/2011 - 05/04/2011
NYLIFE SECURITIES LLC (SUNRISE FL)
KY
11/13/2007 - 01/27/2009
BB&T INVESTMENT SERVICES, INC. (HOPKINSVILLE KY)
FL
09/11/2006 - 10/06/2006
NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)
ME
12/01/2003 - 11/11/2005
WALKER ROSE, INC. (CARRABASSETT VALLEY ME)
NY
10/23/2002 - 10/08/2003
HAMERSHLAG, DODELES & CO., LLC (NEW YORK NY)
NY
07/23/1998 - 03/08/2002
CATHAY FINANCIAL LLC (NEW YORK NY)
MA
08/11/1997 - 07/21/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
11/30/1993 - 08/11/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 05/12/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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