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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 Lee Grampp is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since 1997 and has a broad range of experience in financial planning, portfolio management, and investment consulting. Daniel has earned the Certified Financial Planner designation. Daniel also has a wide network of contacts in the industry and can help clients navigate the complex world of finance.
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.
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2
CA
01/10/2019 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
12/19/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RANCHO PALOS VERDES CA)
NY
02/25/2003 - 12/15/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NE
11/07/1997 - 01/31/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
09/24/1997 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
CA
05/08/1997 - 08/06/1997
DEL MAR FINANCIAL SERVICES, INCORPORATED (IRVINE CA)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
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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