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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 Santibanez is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the industry since 2006 and holds both Series 7 and Series 66 licenses. Daniel has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Daniel specializes in financial planning, portfolio management, and investment consulting services. Daniel is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Iowa, Minnesota, Missouri, Montana, New York, North Carolina, Oregon, Texas, and Virginia.
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.
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2
AZ
05/30/2014 - Present
Wells Fargo Clearing Services, LLC (PHOENIX AZ)
AZ
10/01/2012 - 06/10/2014
J.P. MORGAN SECURITIES LLC (AVONDALE AZ)
AZ
07/09/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AVONDALE AZ)
TX
07/09/2009 - 07/13/2009
WADDELL & REED, INC. (AUSTIN TX)
AZ
11/28/2005 - 05/03/2007
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
NY
12/11/2003 - 07/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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