Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leo Meyers is an investment advisor representative at Benjamin F. Edwards & Company, Inc. Daniel has been working in the financial services industry since December 1993. Daniel is registered in the state of Texas and has a Series 7, Series 31, Series 63, and Series 65 licenses. Daniel provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Prior to joining Benjamin F. Edwards & Company, Inc., Daniel was with RBC Capital Markets, LLC in San Antonio, 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.
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.
1
2
MO
12/01/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TX
03/23/2007 - 12/20/2021
RBC CAPITAL MARKETS, LLC (SAN ANTONIO TX)
TX
12/22/1993 - 03/26/2007
A. G. EDWARDS & SONS, INC. (SAN ANTONIO TX)
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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