Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Scott Saxe is a financial advisor who has been in the industry since October 23, 1986. Daniel is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with them since January 2023. Daniel is also registered as an Investment Advisor Representative in the state of Indiana and Texas.
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
IN
01/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (EVANSVILLE IN)
IN
07/01/2003 - 01/19/2023
WELLS FARGO CLEARING SERVICES, LLC (EVANSVILLE IN)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/24/1986 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 11/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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