Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Greer is a wealth management advisor and owner of Lee Greer Wealth Management and Kestra Advisory Services, LLC. Daniel has been in the financial services industry since 2000 and has a deep understanding of the markets and investment strategies. Daniel is committed to helping his clients achieve their financial goals through personalized financial planning, investment management, and insurance services. Daniel is registered to provide investment advisory services in Tennessee and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
09/13/2021 - Present
Kestra Advisory Services, LLC (Fairview TN)
TN
06/28/2013 - 08/11/2021
U.S. BANCORP INVESTMENTS, INC. (ANTIOCH TN)
TN
02/13/2013 - 07/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
06/08/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (SMITHVILLE TN)
TN
04/21/2005 - 06/07/2006
MORGAN STANLEY DW INC. (NASHVILLE TN)
TN
12/22/2000 - 09/08/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NJ
08/14/2000 - 10/02/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/12/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 08/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2003
Series 4 - Registered Options Principal Examination
BC
Issued 05/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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