Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mckinley Yancy is an investment advisor representative registered with Fisher Investments. Daniel has been in the securities industry for over 10 years, and has experience with various firms, including Ameriprise Financial, Allstate Financial, and Merrill Lynch. Daniel specializes in portfolio management for individuals, businesses, and investment companies. Daniel holds Series 7, 63, and 65 licenses, and has experience in financial planning and portfolio assessment.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/14/2024 - Present
Fisher Investments (PLANO TX)
TX
06/20/2023 - 06/04/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
07/07/2022 - 05/01/2023
CITIGROUP GLOBAL MARKETS INC. (Irving, TX)
TX
02/02/2022 - 07/05/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
03/03/2021 - 12/04/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
09/01/2020 - 12/03/2020
ALLSTATE FINANCIAL SERVICES, LLC (ARLINGTON TX)
TX
09/21/2019 - 08/06/2020
AMERIPRISE FINANCIAL SERVICES, LLC (FORT WORTH TX)
BC
Issued 11/13/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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