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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 Price is a financial advisor in Boston, Massachusetts. Daniel has over 20 years of experience in the financial services industry. He is a Chartered Financial Analyst and holds Series 63, Series 7, and SIE licenses. Currently, Daniel is registered with Natixis Advisors, LLC. Daniel has been registered with this firm since 2012 and has prior experience with Charles Schwab & Co., Inc., and BB&K Fund Services, Inc. Daniel's previous experience includes working with IXIS Asset Management Advisors Group, L.P. Daniel is licensed to provide investment advice in California and Massachusetts. Natixis Advisors, LLC provides a range of investment advisory services to individual and institutional clients, including portfolio management, overlay portfolio management and model research. The firm also provides selection of other advisers. The firm manages over $63 billion in assets and has over 63,000 client accounts.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
11/13/2012 - Present
Natixis Advisors, LLC (BOSTON MA)
CA
04/23/2002 - 10/17/2006
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
02/09/2000 - 05/09/2000
BB&K FUND SERVICES, INC. (FOSTER CITY CA)
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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