Unclaimed
Daniel Irvin Grable is a financial advisor with over 30 years of experience. He currently works at Ernst & Young Investment Advisers LLP. Daniel specializes in Financial Planning, Educational Seminars and the publication of Periodicals. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™ professional. He is also registered with the state of Alabama as an Investment Advisor Representative. Daniel has previously worked at CUNA Brokerage Services, Inc., ProEquities, Inc., Allmerica Investments, Inc., and MONY Securities Corp.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
AL
01/02/2008 - Present
Ernst & Young Investment Advisers LLP (BIRMINGHAM AL)
IA
01/08/1999 - 01/18/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AL
12/12/1997 - 01/11/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
09/25/1991 - 12/18/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
10/15/1990 - 09/16/1991
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Daniel Grable is the right advisor for you? Invested Better is here to help.