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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 McWilliams is an investment advisor representative with PKS Advisory Services, LLC and has been in the financial services industry since 1992. Daniel McWilliams has an active broker-dealer registration and an active investment advisor registration. Daniel McWilliams is registered with the following securities regulators: FINRA, MI. Daniel McWilliams has experience with clients of all types, including individuals, corporations, and high-net-worth individuals. Daniel McWilliams's firm offers a variety of services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
1
2
NY
06/15/2020 - Present
PKS Advisory Services, LLC (ALBANY NY)
MI
08/28/2000 - 07/31/2020
MICHIGAN SECURITIES, INC. (SOUTHFIELD MI)
MI
07/31/2000 - 08/08/2000
MEADOWBROOK SECURITIES INC. (TROY MI)
MI
03/08/1999 - 07/18/2000
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
01/13/1998 - 03/19/1999
APEX CAPITAL, L.L.C. (HARPER WOODS MI)
NA
05/21/1997 - 12/22/1997
EAST - WEST CAPITAL CORPORATION
FL
06/18/1992 - 05/16/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BOTH
Issued 02/13/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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