Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rhoades is an investment advisor representative with Principal Advised Services. Daniel has been active in the securities industry since March 2021. Daniel is registered with the state of Washington and Iowa and holds the Series 63, Series 66 and Series 7TO securities licenses. Daniel specializes in portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WA
05/16/2024 - Present
Principal Advised Services (SPOKANE WA)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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