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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 Lucas Stoakes is a financial advisor who is registered to provide investment advisory services in 37 states and the District of Columbia, in addition to broker-dealer services in 41 states. Daniel is affiliated with Equitable Advisors, LLC. Daniel has been providing investment advice since 2015. Daniel holds the Series 66, Series 7 and SIE licenses. Daniel also holds the Certified Financial Planner and Chartered Financial Consultant designations. Daniel provides financial planning, pension consulting and educational seminars.
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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TX
09/29/2015 - Present
Equitable Advisors, LLC (KATY TX)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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