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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 Andrews is a financial advisor with Creative Planning, based in Pittsburgh, PA. Daniel holds Series 7 and Series 66 securities licenses and the SIE exam. Daniel is also a Certified Financial Planner. Daniel has over 20 years of experience in the financial industry. Daniel has previously worked for CCO Investment Services Corp. and TD Ameritrade, Inc. Daniel is registered with the state of Pennsylvania and Texas. Daniel has a strong track record of providing financial advice to individuals, families, and businesses. Daniel specializes in financial planning, portfolio management, and retirement planning.
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.
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
PA
08/28/2023 - Present
Creative Planning (Pittsburgh PA)
PA
10/06/2014 - 03/19/2015
CCO INVESTMENT SERVICES CORP. (PITTSBURGH PA)
PA
04/01/2008 - 10/28/2013
TD AMERITRADE, INC. (PITTSBURGH PA)
PA
05/14/2001 - 01/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
NY
08/23/2000 - 02/06/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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