Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richmond Jones is a financial advisor with Truewealth Advisors, LLC. Daniel has been in the industry since 2006 and has a Series 7, Series 66, and Series 99TO license. Daniel is also a Certified Financial Planner (CFP). Daniel has previous experience with ProEquities, Inc., Wells Fargo Advisors, LLC, and Ameriprise Financial Services, Inc. Daniel's clients include high-net-worth individuals, corporations, and charitable organizations. Daniel also provides financial planning, portfolio management, and investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
1
2
AL
10/11/2019 - Present
Truewealth Advisors, LLC (HOOVER AL)
AL
09/26/2012 - 10/08/2019
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
07/08/2010 - 09/19/2012
WELLS FARGO ADVISORS, LLC (MOUNTAIN BROOK AL)
AL
04/12/2006 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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