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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 Leach is a financial advisor at D.A. Davidson & Co., a firm headquartered in Great Falls, Montana. Daniel has been in the financial industry since 2005 and holds a variety of licenses and certifications, including the Series 66, Series 7, Series 9, and Series 10. Daniel has experience in a wide range of financial services, including financial planning, portfolio management, and investment advice for individuals and businesses. Daniel is also a member of the board of several non-profit organizations in the Everett, Washington area.
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.
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2
WA
05/19/2006 - Present
D.a. Davidson & Co. (EVERETT WA)
WA
08/08/2005 - 05/19/2006
WELLS FARGO INVESTMENTS, LLC (MARYSVILLE WA)
BOTH
Issued 09/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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