Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Phillips is a financial advisor with Michels Family Financial, LLC. Daniel has been in the industry since 1988, and holds a Series 7, 63 and 66 license. Daniel provides financial planning services to individuals and families. Daniel also has experience in pension consulting and provides consulting services. The advisor has a Certified Financial Planner designation.
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.
Consulting
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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TX
03/20/2023 - Present
Michels Family Financial, LLC (Granbury TX)
TX
03/05/2021 - 04/21/2021
PROSPERA FINANCIAL SERVICES, INC. (Granbury TX)
TX
11/23/1988 - 03/02/2021
EDWARD JONES (GRANBURY TX)
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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