Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul Kroll is a registered representative with Wells Fargo Clearing Services, LLC. Daniel has been in the securities industry since September 20, 2010 and holds licenses Series 66, Series 7, and SIE. Daniel is registered with the state of Texas as a both a Broker/Dealer and Investment Advisor representative. Daniel is licensed to provide securities and advisory services in the following states: California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Iowa, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington. Daniel also owns rental property in Jensen Beach, Florida. Daniel has a long and distinguished history of providing financial advice to a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
TX
10/14/2010 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
BOTH
Issued 10/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2010
Series 7 - General Securities 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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