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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 Botto is an investment advisor representative with First Horizon Advisors, Inc., located in MEMPHIS, TN. Daniel has been in the industry since December 24, 1998. Daniel holds several industry licenses, including the Series 6, 7, 24, 52, and 63 licenses, as well as the SIE exam. Daniel specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Daniel is registered in several states, including Tennessee, Texas, Louisiana, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Minnesota, Mississippi, Missouri, North Carolina, Ohio, and Virginia.
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.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
NY
06/20/1994 - 09/08/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/20/1994 - 09/08/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1994
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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