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 Reece is a financial advisor with over 12 years of experience in the industry. Daniel is currently registered with Raymond James & Associates, Inc. and has previously been affiliated with BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Stifel, Nicolaus & Company, Incorporated and Morgan Stanley Smith Barney. Daniel holds the Series 66, Series 7 and Series 31 licenses. Daniel offers financial planning, portfolio management and other advisory services.
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.
Please see note in schedule d - miscellaneous
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
IL
10/01/2019 - Present
Raymond James & Associates, Inc. (LOVES PARK IL)
IL
08/04/2014 - 06/07/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (ROCKFORD IL)
IL
10/01/2012 - 08/13/2014
J.P. MORGAN SECURITIES LLC (ROCKFORD IL)
IL
03/31/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IL
07/26/2010 - 03/14/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROCKFORD IL)
IL
06/01/2009 - 07/16/2010
MORGAN STANLEY SMITH BARNEY (ROCKFORD IL)
IL
03/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROCKFORD IL)
BOTH
Issued 03/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Reece is the right advisor for you? Invested Better is here to help.
