Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lukas Watson is an investment advisor representative with Alliancebernstein LP, a registered investment advisor with over $50 billion in assets under management. Daniel Watson has been in the financial services industry for over 10 years. Daniel Watson is registered to offer advisory services in Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Tennessee, Utah, Washington, and Wyoming. Daniel Watson is also registered as a Registered Representative and an Investment Advisor Representative in Tennessee.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
06/17/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
MD
10/04/2019 - 08/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
PA
08/08/2011 - 02/25/2013
MORGAN STANLEY (CAMP HILL PA)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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