Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jonathan Shelly is an investment advisor representative who has been in the industry since 2017. Daniel is registered with Ameritas Advisory Services, LLC and is based in Folsom, California. Daniel is licensed to provide investment advice in Arizona, California, Florida, Indiana, Kentucky, Massachusetts, Nevada, New Mexico, North Carolina, Ohio, Oregon, Texas, Utah, Virginia, and Washington. Daniel also holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Daniel specializes in providing financial planning, pension consulting, and educational seminars to clients. In addition to his work as an investment advisor representative, Daniel is also a landscape estimator for Cascading Falls Incorporated and a payment processing service sales representative for Rate Tracker Payments LLC. Daniel is committed to providing his clients with the highest level of service and expertise.
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.
Solicitor fees
1
2
CA
05/15/2023 - Present
Ameritas Advisory Services, LLC (Folsom CA)
IA
Issued 09/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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