Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Garvin is an investment advisor representative with Impact Partnership Wealth, LLC. Daniel has been in the securities industry since 1986 and has experience in providing financial planning and portfolio management for individuals. Daniel is also a registered representative in the states of Georgia, Louisiana, Michigan and Ohio. Daniel is a licensed insurance agent with Apex Wealth Management and has experience with life insurance and annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
06/26/2024 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
GA
05/12/2016 - 07/15/2019
TAYLOR CAPITAL MANAGEMENT INC. (Woodstock GA)
GA
03/13/2013 - 05/16/2016
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Woodstock GA)
LA
03/01/2011 - 03/28/2013
FIRST ALLIED SECURITIES, INC. (BATON ROUGE LA)
OH
03/06/2002 - 03/25/2011
NEXT FINANCIAL GROUP, INC. (MAUMEE OH)
OK
05/18/1998 - 04/05/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
AZ
05/22/1997 - 06/04/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
06/06/1994 - 05/28/1997
WMA SECURITIES, INC. (DULUTH GA)
FL
09/07/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
04/11/1986 - 09/14/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/25/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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