Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sipe is a financial advisor with over 30 years of experience in the industry. Daniel currently works for Raymond James Financial Services Advisors, Inc. and is registered in 50 states for securities. Daniel is also registered for investment advisory services in three states. Daniel is also a general agent for a number of insurance companies.
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
MD
04/29/2014 - Present
Raymond James Financial Services Advisors, Inc. (ROCKVILLE MD)
MA
02/23/1999 - 04/25/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/23/1999 - 04/25/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/17/1995 - 01/07/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
06/27/1989 - 12/05/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/27/1989 - 12/05/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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