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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 Robert Daily is an investment advisor representative with Fisher Investments, registered with the state of Texas. Daniel has been in the industry since 2007 and previously worked at Thrivent Investment Management Inc. Daniel holds Series 66 and Series 65 licenses and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Daniel is also licensed to provide financial planning 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
OR
11/21/2007 - 06/03/2008
THRIVENT INVESTMENT MANAGEMENT INC. (GRESHAM OR)
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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