Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mark Hall is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Beaumont, Texas. Daniel has been working in the financial industry since January 2000. Daniel Mark Hall's prior experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Daniel holds the Series 66, Series 10, Series 9, SIE, and Series 7 securities licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/01/2023 - Present
Stifel, Nicolaus & Company, Inc. (BEAUMONT TX)
TX
01/10/2000 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)
BOTH
Issued 02/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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