Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Witherspoon is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Urbana, Illinois. Daniel is a registered representative with Series 7TO and Series 66 licenses. Daniel is also registered as an investment advisor representative in Illinois. Daniel has been in the financial services industry since 2021. Prior to joining Raymond James, Daniel was a financial advisor at Busey Bank and Busey Investment Services in Urbana, Illinois. Daniel offers financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.
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
IL
01/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (Urbana IL)
BOTH
Issued 01/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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