Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jeffries is a registered investment advisor representative with Dimensional Fund Advisors LP in Austin, Texas. Daniel has been in the financial services industry since 2020. He is a Series 66, Series 7TO, and SIE licensed professional. Previously, Daniel worked at Fidelity Brokerage Services LLC in Austin, Texas. Daniel has a broad range of experience in financial services and has a proven track record of success. He specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/25/2021 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
11/02/2020 - 07/26/2021
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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