Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Bishop is a financial advisor who has been working in the industry since 2002. Daniel is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since October 2023. Prior to that, Daniel was employed with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Daniel is licensed in 13 states, including Alabama, Arizona, California, Florida, Georgia, Iowa, Minnesota, Montana, North Dakota, Oregon, Washington, Wisconsin. Daniel holds Series 66, SIE and Series 7 securities licenses. Daniel specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
10/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
MN
01/03/2011 - 10/20/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW PRAGUE MN)
MN
08/06/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEW PRAGUE MN)
BOTH
Issued 09/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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