Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lester Collins is a financial advisor with over 30 years of experience in the industry. Daniel Lester Collins is currently registered with Hilltop Securities Inc. and holds Series 7, Series 63, Series 72, and SIE licenses. Daniel Lester Collins has previously worked at PNC Investments, BBVA Securities Inc., and BBVA Compass Investment Solutions, Inc. Daniel Lester Collins offers a variety of financial services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
12/16/2022 - Present
Hilltop Securities Inc. (Plano TX)
TX
08/16/2021 - 12/19/2022
PNC INVESTMENTS (ROWLETT TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (ROWLETT TX)
TX
01/02/1997 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MESQUITE TX)
CA
08/19/1996 - 12/13/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
09/18/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
02/16/1994 - 11/17/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
07/15/1991 - 11/23/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/10/1990 - 07/23/1991
CITICORP FINANCIAL SERVICES,INC.
NA
07/26/1990 - 10/17/1990
LANDMARK BROKERAGE SERVICES, INC.
NA
02/12/1990 - 05/03/1990
VANDERBILT SECURITIES, INC.
NA
07/19/1988 - 02/14/1990
J. T. MORAN & CO., INC.
NA
10/01/1987 - 05/23/1988
SHERWOOD CAPITAL, INC.
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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