Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gustav Croonquist is an investment advisor representative at Sanctuary Advisors, LLC. Daniel has over 37 years of experience in the financial services industry. Daniel has been registered with the SEC since 1999, and has held positions at several prominent firms including Morgan Stanley and RBC Capital Markets, LLC. Daniel holds a variety of licenses and designations, including Series 7, 9, 10, 31, 63, and 66.
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
TX
03/29/2023 - Present
Sanctuary Advisors, LLC (SOUTHLAKE TX)
TX
12/12/2013 - 04/19/2023
MORGAN STANLEY (Southlake TX)
TX
07/12/1999 - 12/26/2013
RBC CAPITAL MARKETS, LLC (AUSTIN TX)
MN
08/26/1985 - 07/27/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 09/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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