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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Furhman is a financial advisor at William Blair with over 18 years of experience in the industry. Daniel has a strong track record of providing personalized financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Prior to joining William Blair, Daniel held positions at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66 and Series 7 licenses. Daniel specializes in equity research services, financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Daniel's clients appreciate his commitment to understanding their unique needs and goals and his ability to develop customized solutions that help them achieve their financial objectives.
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.
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.
Equity research services
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/28/2018 - Present
William Blair (CHICAGO IL)
CA
01/02/2009 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
IL
01/14/2005 - 01/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
07/27/2001 - 01/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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