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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 Rees Bryant is a financial advisor with over 25 years of experience in the industry. Daniel is currently registered with IHT Wealth Management LLC in both Florida and Illinois. He specializes in providing financial planning and investment management services to individuals, corporations, charitable organizations, and retirement plans. Daniel has previously worked for several other firms including NRP Financial, Inc., AXA Advisors, LLC, Jefferies/Quarterdeck, LLC, Jefferies & Company, Inc., Robertson Stephens, Inc., Raymond James & Associates, Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Daniel is a Series 7, Series 63, and Series 65 licensed financial advisor. Daniel is also the author of "The Financial Wellness Mandate".
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.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
05/09/2022 - Present
IHT Wealth Management LLC (Chicago IL)
IL
12/12/2006 - 11/30/2010
NRP FINANCIAL, INC. (NORTHBROOK IL)
IL
09/03/2004 - 12/13/2006
AXA ADVISORS, LLC (NORTHBROOK IL)
CA
08/12/2003 - 03/11/2004
JEFFERIES/QUARTERDECK, LLC (LOS ANGELES CA)
NY
09/09/2002 - 03/11/2004
JEFFERIES & COMPANY, INC. (NEW YORK NY)
CA
10/04/1999 - 07/25/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
FL
03/06/1998 - 10/11/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
03/19/1996 - 03/12/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 05/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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