Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Knutson is a financial advisor with Vanguard Advisers, Inc. Daniel has been in the industry for 9 years and has experience in various financial areas. Daniel is registered in Arizona and Texas, and has passed the Series 7, Series 63, Series 66 and SIE exams. In addition to working with clients at Vanguard Advisers, Inc., Daniel also works for The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
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.
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
AZ
04/07/2021 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
AZ
03/29/2011 - 08/12/2011
PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)
AZ
07/20/2007 - 02/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
09/19/2001 - 07/26/2007
A. G. EDWARDS & SONS, INC. (MESA AZ)
BOTH
Issued 03/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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