Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray Griffey is a registered representative with LPL Financial LLC and Wealthcare Advisory Partners LLC. Daniel has been in the industry since October 2013 and is licensed to provide investment advisory services in multiple states. Daniel has experience working with various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
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2
TN
11/08/2017 - Present
LPL Financial LLC (KNOXVILLE TN)
TN
10/31/2013 - 10/20/2017
WELLS FARGO CLEARING SERVICES, LLC (KNOXVILLE TN)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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