Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hatfield Payne is a financial advisor with Wells Fargo Clearing Services, LLC based in SALT LAKE CITY, UT. Daniel has been in the financial services industry since July 1993, and holds licenses to provide investment advice and securities trading services. Daniel also has previous experience with SALOMON SMITH BARNEY INC. and LEHMAN BROTHERS INC. Daniel has a broad range of experience and is well-suited to meet the needs of a variety of clients.
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.
1
2
UT
09/27/2002 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
NY
07/31/1993 - 09/10/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/09/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 3 - National Commodity Futures Examination
BC
Issued 07/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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