Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Forrester is a financial advisor with Truist Advisory Services, Inc., based in Orlando, Florida. Daniel has been in the financial services industry since 2003. Daniel specializes in portfolio management for individuals and businesses. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
07/08/2021 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
01/31/2019 - 05/27/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/30/2018 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/16/2018 - 11/26/2018
MORGAN STANLEY (TAMPA FL)
UT
02/19/2016 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
FL
02/27/2008 - 12/01/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (ORLANDO FL)
FL
07/12/2007 - 12/19/2007
WADDELL & REED, INC. (MAITLAND FL)
FL
03/06/2006 - 06/01/2007
COORDINATED CAPITAL SECURITIES, INC. (ORLANDO FL)
FL
09/25/2003 - 03/06/2006
FINANCIAL WEST GROUP (ORLANDO FL)
TX
11/29/1993 - 03/22/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
04/20/1993 - 05/18/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 09/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/09/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/26/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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