Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Babiy is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with a number of other firms including Davenport & Company LLC, RBC Dain Rauscher Inc., RBC Centura Securities, Inc., and National Planning Corporation. Daniel offers a variety of financial services to individuals, families, and businesses. These services include portfolio management, financial planning, retirement planning, and estate planning. Daniel is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/23/2012 - Present
Raymond James Financial Services Advisors, Inc. (ELIZABETH CITY NC)
VA
01/05/2007 - 11/18/2011
DAVENPORT & COMPANY LLC (NORFOLK VA)
VA
10/18/2002 - 01/18/2007
RBC DAIN RAUSCHER INC. (NORFOLK VA)
NC
12/22/2000 - 10/21/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
CA
12/21/1995 - 12/31/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NC
06/06/1991 - 12/27/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
CA
09/08/1988 - 07/30/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/11/1987 - 03/16/1988
MML INVESTORS SERVICES, INC.
NA
05/11/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 07/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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