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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 Head is an investment advisor representative who has been in the financial services industry since 2001. Daniel Head is currently registered with Fisher Investments and has been with them since November of 2018. Previously, Daniel Head worked for Cetera Advisors LLC, Cetera Investment Services LLC, First Allied Securities, Inc. and other firms. Daniel Head holds Series 6, 7, 63, 66 and SIE licenses. Daniel Head is a Chartered Financial Analyst and has experience with individuals, corporations, investment companies, and pooled investment vehicles. Daniel Head works with clients on portfolio assessment, financial planning, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/30/2023 - Present
Fisher Investments (PLANO TX)
CA
07/03/2018 - 10/01/2018
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
07/03/2018 - 10/01/2018
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
07/03/2018 - 10/01/2018
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
07/03/2018 - 10/01/2018
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
07/03/2018 - 10/01/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/03/2018 - 10/01/2018
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
09/01/2015 - 01/22/2018
ALPS DISTRIBUTORS, INC. (San Diego CA)
ME
12/15/2005 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
01/14/2002 - 10/24/2002
NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)
BC
Issued 12/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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