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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 Botyos is a financial advisor currently associated with Truist Advisory Services, Inc. based in Orlando, Florida. Daniel has been in the securities industry since July 1995, working with various firms, including Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Daniel specializes in providing investment advice to individuals, businesses, and high-net-worth clients. Daniel holds several licenses and registrations, including Series 7, 63, 65, 9, 10, 24, and 52.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
04/01/2010 - 06/17/2014
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
10/23/2009 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
11/11/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
07/19/1995 - 11/15/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (ORLANDO FL)
IA
Issued 02/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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