Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Downing is a financial advisor with Touchstone Advisors Inc.. Daniel has been working in the financial industry since 2018 and holds the Series 7TO, Series 63 and Series 65 licenses. Daniel is registered to provide investment advice in 26 states and the District of Columbia. In addition to working with clients of Touchstone Advisors Inc., Daniel is also involved with Beaver Lick Baptist Church, where he is a nominator of the church's budget committee.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/31/2019 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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