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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 Whitney Jr is a financial advisor at Wells Fargo Clearing Services, LLC. Daniel has been working in the financial services industry since 1999. Daniel is registered as a Registered Representative in Virginia and is a registered Investment Advisor in Virginia. Daniel has previously worked at A. G. Edwards & Sons, Inc., U.S. Bancorp Investments, Inc., Firstar Investment Services,Inc., and Dean Witter Reynolds Inc. Daniel is a Series 7, 9, 10, 24, 31, 63, and 65 licensed professional.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/06/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
12/01/2001 - 01/07/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
10/02/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NY
10/21/1999 - 08/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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