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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Guyan Gibson is a financial advisor with Wealth Enhancement Advisory Services, LLC. Daniel has been in the financial industry since 1997 and has worked for a number of firms, including EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Daniel holds a Series 6, Series 63, Series 26, and Series 65 license. He is also a Certified Financial Planner. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. He is a member of the MCPASD Education Foundation Board.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
01/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WI
06/16/2000 - 01/25/2001
SVA INSURANCE SERVICES, LLC (MADISON WI)
NY
10/21/1997 - 01/29/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/21/1997 - 01/29/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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