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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 Harmeyer is a financial advisor with Trajan Wealth, LLC. Daniel has been in the industry since 1987 and is registered with the state of Georgia. Daniel is also a Certified Financial Planner. He has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Daniel offers a variety of financial planning and investment services, including portfolio management for individuals, investment companies, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
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2
AZ
02/09/2023 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
GA
12/17/2018 - 08/12/2021
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
06/09/2015 - 12/13/2018
CUNA BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
04/22/2013 - 06/01/2015
ALLSTATE FINANCIAL SERVICES, LLC (Peachtree Corners GA)
GA
04/25/2012 - 03/07/2013
AXA ADVISORS, LLC (ATLANTA GA)
GA
03/28/2006 - 11/29/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
NY
01/27/2004 - 06/02/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
VA
02/21/2002 - 11/20/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
03/22/2000 - 03/04/2002
AXA ADVISORS, LLC (NEW YORK NY)
CA
06/02/1997 - 10/01/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
04/29/1987 - 05/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/29/1987 - 05/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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