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 Golik is a financial advisor with over 29 years of experience in the industry. Daniel is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Prior to that, Daniel was with WELLS FARGO INVESTMENTS, LLC and WACHOVIA SECURITIES, LLC. Daniel is a licensed Series 3, 7, 63 and 65 advisor and has a broad range of experience in financial planning, portfolio management, and investment consulting services. Daniel specializes in serving high-net-worth individuals, corporations, and other businesses. Daniel is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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.
1
2
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
10/04/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
WA
10/27/2004 - 10/02/2006
WACHOVIA SECURITIES, LLC (SEATTLE WA)
MN
05/15/1995 - 09/10/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
07/31/1993 - 03/06/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
01/27/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1992
Series 3 - National Commodity Futures Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Golik is the right advisor for you? Invested Better is here to help.
