Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Raymond Mannix is a financial advisor with over 10 years of experience in the industry. Daniel is currently registered with Provise Management Group, LLC, and has been with the firm since February 2020. Daniel specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel is also a Chartered Financial Analyst. In addition to Daniel's current role at Provise Management Group, LLC, Daniel has held previous roles at Raymond James & Associates, Inc., and J.P. Morgan Securities LLC. Daniel has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and service.
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.
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.
Fees as solicitor for seabridge invest advisor
1
2
FL
03/18/2020 - Present
Provise Management Group, LLC (CLEARWATER FL)
FL
11/30/2012 - 01/24/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
12/20/2010 - 12/06/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/10/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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