Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Byrnes is a financial advisor registered with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since 2014. Daniel has a total of 11 approved licenses, including Series 66, Series 7, Series 10, Series 9, and Series 99TO. Daniel currently works in the Land O'Lakes, FL branch of Wells Fargo Clearing Services, LLC. Daniel is registered in Florida for both securities and investment advisory services.
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
FL
10/25/2022 - Present
Wells Fargo Clearing Services, LLC (LAND O'LAKES FL)
FL
01/08/2021 - 03/01/2022
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
MO
08/30/2016 - 01/08/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/20/2013 - 01/25/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/30/2016 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
03/04/2013 - 05/01/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Byrnes is the right advisor for you? Invested Better is here to help.
