Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harlan Welker is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Daniel Welker has been in the financial services industry for 25 years. Daniel Welker has passed the Series 7, Series 63, Series 65 and SIE exams. Daniel Welker is registered in 28 states including Arizona, California, Colorado, Florida and Texas. Daniel Welker was previously registered with UBS Financial Services Inc. Daniel Welker also holds the 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.
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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AZ
07/10/2015 - Present
Wells Fargo Advisors Financial Network, LLC (PHOENIX AZ)
AZ
09/12/1997 - 07/22/2015
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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