Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Copeland is an active investment advisor representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Daniel has been in the industry for over 15 years, and has a wide range of experience in securities and investment products. Daniel holds Series 6, 7, 9, 10, 63 and 65 licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Daniel Copeland's experience allows them to provide a wide range of financial services to individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
08/13/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
SC
02/17/2005 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
IA
Issued 10/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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