Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bailey is a financial advisor with over 30 years of experience in the financial services industry. Daniel is registered with the state of Pennsylvania as an Investment Advisor Representative and is also registered in Texas. Daniel's firm, Faithward Advisors, LLC, is a Registered Investment Advisor that provides financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, businesses, and charitable organizations. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
Consulting services
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.
Percentage of net worth/third party advisory fees
1
2
PA
01/21/2020 - Present
Faithward Advisors, LLC (LANCASTER PA)
PA
09/23/1992 - 09/20/2011
AXA ADVISORS, LLC (LANCASTER PA)
NY
09/23/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
06/03/1988 - 09/23/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Bailey is the right advisor for you? Invested Better is here to help.
