Unclaimed
Daniel Timmons is a Financial Advisor who has been working in the financial services industry since December 19, 2008. Currently, Daniel is registered with PNC Capital Markets LLC in Los Angeles, California. Daniel has a history of working with firms such as BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA SECURITIES LLC. Daniel is a Series 7, Series 24, Series 52TO, Series 63, and Series 79TO licensed representative.
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.
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.
1
2
CA
08/23/2023 - Present
PNC Capital Markets LLC (Los Angeles CA)
CA
05/10/2019 - 08/08/2023
BOFA SECURITIES, INC. (LOS ANGELES CA)
CA
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
12/05/2008 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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