Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kincaid Taylor is a financial advisor at Raymond James Financial Services Advisors, Inc. Daniel has over 27 years of experience in the financial services industry. Daniel is registered with the state of Alabama and Texas. Daniel also holds Series 7, 9, 10, 63 and 65 licenses. In addition to financial advising, Daniel is involved in real estate. Daniel is dedicated to providing his clients with personalized financial advice and guidance.
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
AL
02/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Florence AL)
AL
02/13/2013 - 01/31/2023
RAYMOND JAMES & ASSOCIATES, INC. (FLORENCE AL)
AL
02/19/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FLORENCE AL)
AL
04/23/2005 - 03/02/2009
WACHOVIA SECURITIES, LLC (ANDERSON AL)
AL
10/02/1998 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
10/15/1998 - 04/20/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
06/04/1998 - 10/07/1998
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
10/05/1995 - 06/02/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NC
06/12/1995 - 09/26/1995
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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