Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Marshall is an Investment Advisor Representative at Smead Capital Management, Inc. in Phoenix, Arizona. Daniel has been in the securities industry since November 2013. Daniel has passed the Series 66, Series 7, and SIE exams. Daniel's current registration is with FINRA. Daniel's previous employers include Edward Jones and ALPS Distributors, Inc.
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.
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.
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
AZ
07/07/2020 - Present
Smead Capital Management, Inc. (Phoenix AZ)
CO
05/13/2020 - 05/29/2020
ALPS DISTRIBUTORS, INC. (DENVER CO)
AZ
11/05/2013 - 05/17/2018
EDWARD JONES (TEMPE AZ)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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