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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Browne is a financial advisor based in Nashville, TN, currently employed by Brighton Jones LLC. Daniel has been working in the financial services industry since 2016 and holds a Series 7, Series 63, and Series 65 licenses. Daniel has been registered as an Investment Advisor Representative in Tennessee since November 2022. Previously, Daniel was employed by Raymond James Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Daniel offers portfolio management services to individuals, businesses, and pooled investment vehicles. Daniel specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
07/31/2024 - Present
Brighton Jones LLC (Nashville TN)
TN
10/28/2022 - 08/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Brentwood TN)
TN
04/27/2020 - 12/11/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)
MS
05/24/2016 - 01/23/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Ridgeland MS)
IA
Issued 01/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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