Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Loftin Carlile is a financial advisor with over 18 years of experience in the financial services industry. Daniel is registered with Raymond James Financial Services Advisors, Inc. and provides a wide range of financial services to individuals and businesses. Daniel has held previous roles with SunTrust Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., and SunTrust Capital Markets, Inc. Daniel has a strong track record of success in helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
08/31/2012 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
11/04/2010 - 08/31/2012
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
09/05/2006 - 10/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)
VA
04/21/2006 - 11/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
GA
11/26/2002 - 07/19/2004
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BOTH
Issued 08/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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