Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Roy Mowery is an Investment Advisor Representative who is currently registered with Gibbs Wealth Management, LLC. Daniel has been in the industry for over 10 years and has extensive experience in providing financial advice. Daniel is a licensed securities professional and holds Series 63 and Series 65 licenses, as well as Series 6TO and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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GA
01/28/2022 - Present
Gibbs Wealth Management, LLC (ALPHARETTA GA)
GA
10/22/2020 - 01/20/2022
PRUCO SECURITIES, LLC. (Canton GA)
BC
Issued 09/08/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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