Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McKenzie is a financial advisor with over 10 years of experience in the industry. Daniel currently works with Cambridge Investment Research Advisors, Inc. Daniel is registered to provide investment advisory services in Alabama. Daniel is also licensed to conduct securities business in Alabama. Previously, Daniel was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has also been employed by Kintail Capital, LLC, Level Four Advisory Services, LLC, and LEVEL FOUR FINANCIAL, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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AL
11/29/2022 - Present
Cambridge Investment Research Advisors, Inc. (Montgomery AL)
AL
07/16/2010 - 08/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
BOTH
Issued 08/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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