Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Isaac Demoss is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the financial services industry. Daniel is a Certified Financial Planner and a Chartered Financial Consultant. Daniel's expertise includes financial planning, portfolio management, and pension consulting. Daniel serves individuals, businesses, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
OK
08/02/2002 - 10/31/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
MN
12/14/1998 - 07/25/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/14/1998 - 07/25/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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