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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 Hitchcock is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the industry. Daniel is a registered representative in Montana and Texas. Daniel's previous roles include positions with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.. Daniel is also a registered investment advisor in Montana and Texas. Daniel has a range of experience in working with various clients, including individuals, corporations, charitable organizations, and pension and profit sharing plans. Daniel's experience and qualifications make him a valuable resource for clients seeking financial advice and guidance.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MT
09/07/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BOZEMAN MT)
MT
06/01/2009 - 08/03/2009
MORGAN STANLEY SMITH BARNEY (BOZEMAN MT)
MT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOZEMAN MT)
NY
03/25/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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