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 Holl is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and holds licenses in several states including Texas and Wisconsin. Daniel has been working in the financial services industry since 1996 and has worked with various organizations including Woodbury Financial Services, Inc. and Holl Financial Services S.C.. Daniel provides financial planning and investment advice to a wide range of clients including individuals, businesses, corporations, and charitable organizations. Daniel has a Chartered Financial Consultant designation and provides financial advisory services such as portfolio management and pension consulting.
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
WI
05/28/2009 - Present
Raymond James Financial Services Advisors, Inc. (GREEN BAY WI)
WI
12/10/1996 - 04/25/2008
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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