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 Kiley is a financial advisor with over 30 years of experience in the industry. Daniel Kiley is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Daniel Kiley has been with Wells Fargo Clearing Services, LLC since 1999. Daniel Kiley has held previous roles at First Union Capital Markets Corp., Crestar Securities Corporation, Sovran Investment Corporation, Branch, Cabell & Company, and Craigie Incorporated. Daniel Kiley is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Daniel Kiley's primary focus is on providing investment advice to individuals, corporations, and institutions.
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
MO
02/12/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
NC
03/10/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
VA
04/03/1993 - 11/28/1994
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
05/09/1989 - 12/15/1991
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
07/21/1987 - 04/08/1989
SOVRAN INVESTMENT CORPORATION
NA
09/26/1986 - 06/19/1987
BRANCH, CABELL & COMPANY
NA
08/19/1986 - 09/16/1986
CRAIGIE INCORPORATED
BC
Issued 06/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Kiley is the right advisor for you? Invested Better is here to help.
