Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hudson is a registered investment advisor representative with Avantax Advisory Services. Daniel has been in the financial services industry since 2012. Daniel holds Series 63, 65, 7TO and SIE licenses. Daniel is also a shareholder at Staton CPA, P.C., providing accounting and bookkeeping services. Daniel is affiliated with Avantax Insurance Agency and/or Avantax Insurance Services providing annuities and insurance products. Daniel specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NC
12/18/2021 - Present
Avantax Advisory Services (Spindale NC)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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