Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Talcott is a financial advisor who has been in the industry since 1979. Daniel is currently registered with Planmember Securities Corp. and has been with them since 2015. Daniel has previously worked at Signator Financial Services, Inc., Sunamerica Securities, Inc., Interpacific Investors Services, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Shearson Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a wide range of experience in the financial industry and has obtained licenses to provide services in a variety of areas, including securities, insurance, and investment advising. Daniel currently provides investment services to high net worth individuals, pension and profit sharing plans, corporations, and individuals other than high net worth. Daniel's services include financial planning, portfolio management, and educational seminars.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/17/2015 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
09/05/2002 - 09/17/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOTHELL WA)
AZ
09/16/1998 - 09/16/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WA
02/27/1996 - 09/24/1998
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
AZ
11/19/1989 - 03/04/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/22/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/13/1983 - 11/11/1985
SHEARSON LEHMAN BROTHERS INC.
NA
08/21/1979 - 09/13/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
06/22/1979 - 08/19/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1984
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 08/12/1982
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Talcott is the right advisor for you? Invested Better is here to help.
