Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Worley is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC. Daniel has been a registered representative for over 15 years. Daniel has experience working with clients in a variety of industries and provides financial planning, selection of other advisors and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/27/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
01/31/2020 - 07/25/2023
EDWARD JONES (INDIAN LAND SC)
NC
11/30/2015 - 02/10/2020
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
07/08/2014 - 11/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
04/10/2013 - 06/25/2014
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
03/09/2009 - 03/13/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
08/01/2008 - 01/27/2009
EDWARD JONES (MONROE NC)
IA
Issued 06/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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