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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 Urschler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Daniel joined Wells Fargo Advisors Financial Network, LLC in 2014. Before that, Daniel was with Wells Fargo Advisors, LLC, and previously worked at Edward Jones. Daniel has been in the financial industry since 1997. Daniel is registered in 53 states and the District of Columbia as a broker-dealer and in 2 states as an investment advisor representative. Daniel holds Series 3, 7, 9, 10, 24, 63, and 66 licenses. Daniel specializes in investment advisory services to individuals, businesses, and institutional clients.
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.
Investment consulting services to institutional clients
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.
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2
MO
08/01/2014 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
05/01/2008 - 07/28/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
02/18/1997 - 04/29/2008
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2011
Series 3 - National Commodity Futures Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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