Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bisese is a financial advisor with over 15 years of experience in the financial services industry. Daniel currently works at Cambridge Investment Research Advisors, Inc. in Milton, GA. Daniel has held positions with various firms, including FSC Securities Corporation, Raymond James Financial Services, Inc., Edward Jones, and Wells Fargo Advisors, LLC. Daniel is registered to provide financial advice in multiple states including Florida, Georgia, Michigan, North Carolina, and Tennessee. Daniel holds a variety of licenses including Series 6, 7, 63 and 66 licenses. Daniel is dedicated to providing personalized financial guidance to individuals and families to help them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
10/07/2019 - Present
Cambridge Investment Research Advisors, Inc. (Milton GA)
GA
07/15/2016 - 10/09/2019
FSC SECURITIES CORPORATION (MILTON GA)
GA
11/24/2015 - 07/14/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/26/2009 - 11/17/2015
EDWARD JONES (ATLANTA GA)
AL
09/19/2006 - 10/06/2009
WELLS FARGO ADVISORS, LLC (PINSON AL)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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