Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Maxwell is an investment advisor representative at William Blair, located in Chicago, Illinois. Daniel has been in the securities industry for over 20 years. He is licensed in Illinois to offer investment advice and securities products. Daniel holds the Series 66, Series 7, Series 86, and Series 87 securities licenses, as well as the SIE. Before joining William Blair, Daniel worked at VALIC Financial Advisors. Daniel specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and pooled investment vehicles.
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.
Equity research services
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
IL
08/18/2021 - Present
William Blair (CHICAGO IL)
IL
10/01/2020 - 08/12/2021
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 10/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/17/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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