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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 Weidenhammer is a financial advisor who is active in the securities and investment advisory industries. He has been a registered representative for over 8 years and has experience working with a variety of clients. Currently, Daniel is affiliated with Wells Fargo Clearing Services, LLC and has been with the firm since April 2018. Prior to this, Daniel worked at Key Investment Services LLC and Santander Securities LLC. Daniel has a broad range of experience in the financial services industry, having worked with a number of clients, including individuals, corporations, and institutions. He is also licensed to provide investment advisory services in multiple states.
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
PA
04/10/2018 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
PA
09/05/2017 - 03/16/2018
KEY INVESTMENT SERVICES LLC (Exton PA)
PA
06/23/2015 - 08/22/2017
SANTANDER SECURITIES LLC (TAMAQUA PA)
PA
10/21/2014 - 05/19/2015
WELLS FARGO ADVISORS, LLC (BOYERTOWN PA)
IA
Issued 05/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2014
Series 6 - Investment Company Products/Variable Contracts 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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