Unclaimed
Daniel James Laraway is a financial advisor with Sharpepoint, LLC. Daniel is a registered investment advisor in Arizona and Texas. Daniel has been in the financial services industry for over 30 years. Daniel is a Certified Financial Planner™ professional and a member of the National Association of Personal Financial Advisors (NAPFA). Daniel is a fiduciary and is committed to providing objective and independent financial advice. Daniel specializes in providing financial planning and investment management services to individuals, families, and small businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
AZ
06/25/2019 - Present
Sharpepoint, LLC (PHOENIX AZ)
AZ
08/21/2015 - 01/17/2018
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
12/09/2008 - 08/25/2015
FIRST ALLIED SECURITIES, INC. (Phoenix AZ)
AZ
09/16/1997 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (PHOENIX AZ)
MO
09/04/1990 - 08/22/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/12/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
11/03/1987 - 06/13/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/13/1981 - 10/13/1987
E. F. HUTTON & COMPANY INC
IA
Issued 05/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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