Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wright is a financial advisor with Jonestrading. Daniel has been in the financial services industry since January 29, 2015, working in Greenwood Village, CO, before joining Jonestrading. Daniel is licensed in 24 states. Daniel holds the Series 7, Series 57, Series 63, and Series 66 licenses, and has passed the SIE exam.
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.
1
2
CO
08/05/2016 - Present
Jonestrading (ASPEN CO)
CO
03/02/2006 - 06/15/2007
FUNDS DISTRIBUTOR, INC. (GREENWOOD VILLAGE CO)
CO
12/09/2005 - 06/15/2007
VICTORY CAPITAL ADVISERS, INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 57 - Securities Trader Exam
BC
Issued 08/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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