Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Eastwood is a registered representative with Wells Fargo Clearing Services, LLC, based in San Diego, California. Daniel has been in the securities industry since May 2008 and holds a variety of licenses and certifications, including the Series 3, 7, 9, 10, 66 and SIE exams. Prior to joining Wells Fargo Clearing Services, LLC, Daniel was a representative at Ameriprise Financial Services, Inc. in Glendale, California. Daniel has also held various positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC in Pasadena, California. Daniel specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients.
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
CA
08/04/2008 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
10/30/2006 - 01/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (GLENDALE CA)
BOTH
Issued 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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