Unclaimed
Daniel Pitcher is a financial advisor with Raymond James & Associates, Inc. Daniel has been working in the financial industry since May 12, 2017. Daniel has a Series 63 license and Series 7 and SIE licenses for the Securities Industry. Daniel is registered with the state of Florida and has been registered with the firm since April 16, 2018. Daniel was previously employed with VANGUARD MARKETING CORPORATION from August 17, 2015, to July 19, 2016.
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.
Please see note in schedule d - miscellaneous
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
FL
04/16/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NC
08/17/2015 - 07/19/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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