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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 Bowler is a financial advisor with Raymond James Financial Services Advisors, Inc. Daniel has been in the industry since 1996. Daniel is registered with the state of Nevada as a Registered Representative and Investment Advisor Representative. Daniel is also registered with the state of Texas as a Registered Investment Advisor Representative. Daniel holds Series 63, Series 65, and Series 7 licenses and is a General Securities Principal. Daniel has been working with Raymond James Financial Services Advisors, Inc. since 2009. Before working at Raymond James, Daniel worked with Smith Barney Inc. and Prudential Securities Incorporated. Daniel focuses on providing financial planning, pension consulting, and portfolio management for businesses and individuals. Daniel works out of the Carson City, Nevada office of Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NV
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CARSON CITY NV)
NY
03/10/1997 - 10/30/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1996 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
CA
07/01/1996 - 07/11/1996
THE BOSTON GROUP (LOS ANGELES CA)
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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