Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Layton Henke is a financial advisor at Wells Fargo Clearing Services, LLC. Daniel has been working in the financial services industry since 2013 and has a wide range of experience in investment advising. Daniel holds licenses in California, Missouri and Nebraska. Daniel's expertise includes portfolio management for individuals and businesses. Daniel is a Series 7, 9, 10, 66 and SIE licensed professional. Daniel also has a Series 99TO license. Daniel has been a notary public in Nebraska since 2019.
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
CA
02/21/2019 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
MO
07/12/2013 - 07/24/2014
AXA ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 09/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
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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