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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 Copeland is an investment advisor representative with Vanguard Advisers, Inc. and has been in the industry since December 2019. Daniel Copeland holds the Series 63, Series 66, and Series 7 licenses and is registered in 53 states and the District of Columbia. Daniel Copeland is also a registered Investment Advisor Representative in North Carolina and Texas. Daniel Copeland has a broad range of experience, including working at W&S Brokerage Services, Inc. and a variety of other positions in the hospitality industry. Daniel Copeland is committed to providing clients with personalized financial advice and investment management services. Daniel Copeland specializes in providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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.
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2
NC
02/26/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
12/06/2019 - 12/15/2020
W&S BROKERAGE SERVICES, INC. (CONCORD NC)
BOTH
Issued 02/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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