Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Crozier is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with U.S. Bancorp Investments, Inc. and is a Registered Options Principal, General Securities Principal, Municipal Securities Principal, and a Financial and Operations Principal. Daniel has a diverse background in the financial services industry, having previously worked for WAMU Capital Corp., Banc of America Securities LLC, Bancamerica Securities, Inc., and Emmett A Larkin Company, Inc. Daniel is also a Series 99TO, SIE, Series 52 and Series 7 licensed representative. Daniel has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
10/04/2011 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
WA
05/01/2002 - 04/14/2004
WAMU CAPITAL CORP. (SEATTLE WA)
NY
10/01/1998 - 10/31/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
03/14/1997 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
09/15/1994 - 05/09/1995
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
BC
Issued 08/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2018
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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