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 Muller is a financial advisor with Raymond James & Associates, Inc. Daniel has been in the financial services industry since 2012. Prior to joining Raymond James, Daniel has worked with several other financial firms including Charles Schwab & Co., Inc., CNL Securities Corp., and Wells Fargo Advisors, LLC. Daniel holds several licenses including Series 6, 7, 9, 10, 63 and SIE. Daniel is currently registered with the state of Florida and is approved by FINRA. Daniel's areas of expertise include portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
FL
11/12/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/19/2018 - 11/12/2021
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
05/05/2014 - 03/26/2018
CNL SECURITIES CORP. (ORLANDO FL)
FL
08/20/2012 - 04/14/2014
WELLS FARGO ADVISORS, LLC (WINTER PARK FL)
FL
03/24/2011 - 04/18/2012
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
BC
Issued 03/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Muller is the right advisor for you? Invested Better is here to help.
