Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McLeod is a financial advisor with over 20 years of experience in the industry. Daniel McLeod is registered with Brown Financial Advisory and has a strong background in investment management and financial planning. Daniel McLeod has earned both the Certified Financial Planner and Chartered Financial Consultant designations, demonstrating their commitment to professional development. In addition to their advisory work, Daniel McLeod is also the co-owner and manager of Everything Scottish, LLC, an investment-related real estate management company. Daniel McLeod provides a range of services, including financial planning, portfolio management, and pension consulting.
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.
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
AL
02/14/2011 - Present
Brown Financial Advisory (FAIRHOPE AL)
TN
09/11/1998 - 10/03/2006
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
WI
04/10/1997 - 09/04/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
02/01/1997 - 02/12/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
06/19/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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