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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Cairns is a financial advisor at D.a. Davidson & Co. with over 40 years of experience in the industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional with a focus on providing financial planning and portfolio management services to individuals, corporations and businesses. Daniel has a strong understanding of the financial markets and a commitment to providing personalized service to his clients. Daniel was previously a registered representative with Robert W. Baird & Co. Incorporated and Wells Fargo Advisors, LLC. He holds a Series 7, 9, 10, 15, 63 and 66 license. Daniel is registered to provide investment advisory services in 20 states.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/21/2021 - Present
D.a. Davidson & Co. (ROSEVILLE CA)
CA
10/28/2011 - 06/29/2021
ROBERT W. BAIRD & CO. INCORPORATED (SACRAMENTO CA)
CA
01/01/2008 - 11/01/2011
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
CA
11/24/1980 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1986
Series 5 - Interest Rate Options Examination
BC
Issued 09/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/24/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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