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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 Latimer Gilmore is a financial advisor with Raymond James Financial Services Advisors, Inc. Daniel has over 30 years of experience in the financial services industry and is registered with the state of Florida as an Investment Advisor Representative. Daniel is committed to providing clients with comprehensive financial planning and investment management services, including portfolio management, retirement planning, and estate planning. Daniel holds the following licenses: Series 6, 7, 24, 51 and 63. Daniel is affiliated with the following firm: Raymond James Financial Services Advisors, Inc., located in Bradenton, Florida.
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
FL
09/10/2009 - Present
Raymond James Financial Services Advisors, Inc. (BRADENTON FL)
AZ
07/01/1996 - 02/16/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
06/21/1994 - 07/08/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
OH
06/24/1993 - 08/23/1994
PEBSCO SECURITIES CORP. (COLUMBUS OH)
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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