Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McElwain is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the industry since 2000. He has a Series 6, 7, 63 and 65 license. Daniel has been with Wells Fargo Clearing Services since 2015. Prior to that, Daniel worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Ameritas Investment Corp., M Holdings Securities, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
03/02/2015 - Present
Wells Fargo Clearing Services, LLC (EL CERRITO CA)
CA
10/01/2012 - 01/05/2015
J.P. MORGAN SECURITIES LLC (TIBURON CA)
CA
02/07/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TIBURON CA)
CA
10/23/2008 - 12/31/2011
AMERITAS INVESTMENT CORP. (SAN RAMON CA)
CA
06/26/2008 - 07/22/2008
M HOLDINGS SECURITIES, INC. (OAKLAND CA)
CA
08/03/2000 - 05/02/2008
METLIFE SECURITIES INC. (OAKLAND CA)
CA
08/03/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OAKLAND CA)
GA
05/03/2000 - 06/23/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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