Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gregory Smith is a financial advisor with over 15 years of experience in the industry. Daniel is registered with First Citizens Investor Services, Inc. and holds a Series 7, Series 24, and Series 66 license. Daniel is also a Certified Financial Planner. Daniel provides financial planning, selection of other advisors, and portfolio management for individuals and businesses. Daniel has previously been associated with First Citizens Securities Corporation and BB&T Investment Services, Inc.. Daniel has a strong track record of helping clients reach their financial goals.
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.
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.
1
2
SC
07/05/2018 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
11/02/2012 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
SC
08/27/2007 - 09/19/2012
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
BOTH
Issued 10/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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