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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 Hilby is an investment advisor representative with Vanguard Advisers, Inc. Daniel has been in the industry since May 27, 2012. Daniel has been registered in Arizona and Texas since 2016. Daniel's firm, Vanguard Advisers, Inc., is a registered investment advisor with the SEC and is headquartered in Malvern, PA. The firm has a large clientele including high net worth individuals, pension plans, and individuals other than high net worth. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Daniel also provides financial planning services. The firm provides investment advisory services and has over 333 billion in assets under management.
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.
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.
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2
AZ
11/10/2016 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
IL
06/25/2013 - 06/30/2014
AXA ADVISORS, LLC (SPRINGFIELD IL)
IL
01/25/2012 - 03/13/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPRINGFIELD IL)
BC
Issued 02/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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