Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Herrera is a financial advisor with over 5 years of experience. Daniel is registered with the state of Florida and Texas as an Investment Advisor Representative (IAR) with Farther Finance Advisors. Daniel has a strong track record of helping clients achieve their financial goals. Daniel has previously worked for UBS Financial Services, Vanguard Marketing Corporation, and Fisher Investments.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
04/11/2024 - Present
Farther (Tampa FL)
NC
09/19/2018 - 07/09/2021
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
11/14/2016 - 08/20/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 10/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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