Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Greene is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the securities industry since June 1, 2005 and has experience working with a range of clients including high-net-worth individuals, corporations, insurance companies, and pension plans. Daniel is a licensed investment advisor representative in several states and holds a variety of professional designations. Daniel's current registration with Merrill Lynch, Pierce, Fenner & Smith Inc. is active in several states. In addition to providing investment advisory services, Daniel also works with clients on their financial planning needs. Daniel is committed to providing his clients with personalized service and helping them reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
01/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
NC
06/02/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LENOIR NC)
BOTH
Issued 07/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Greene is the right advisor for you? Invested Better is here to help.
