Unclaimed
Daniel James Flowers is a financial advisor with Missionsquare Investment Services and has over 5 years of experience in the industry. Daniel holds the Series 6 and Series 63 licenses. Daniel is registered with 51 states and the District of Columbia. Daniel was previously employed with SS&C MARKET SERVICES, LLC.
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.
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.
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2
DC
07/09/2021 - Present
Missionsquare Investment Services (WASHINGTON DC)
MA
03/31/2021 - 06/30/2021
SS&C MARKET SERVICES, LLC (BOSTON MA)
DC
09/04/2015 - 09/30/2020
ICMA-RC SERVICES, LLC (WASHINGTON DC)
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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