Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hubert Waldrop is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Daniel has been in the industry since October 2009 and has a Series 7, Series 66, and SIE license. Daniel is registered to provide investment advice in 21 states. Daniel's areas of expertise include retirement planning, college savings, and estate planning. Daniel is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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
GA
01/11/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
10/27/2009 - 07/09/2020
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
BOTH
Issued 03/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Waldrop is the right advisor for you? Invested Better is here to help.
