Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Searles is a financial advisor with Grove Point Advisors, LLC. Daniel Searles is registered with FINRA and holds a Series 7TO, SIE and Series 66 license. Daniel Searles is a Certified Financial Planner and has been working in the financial services industry for over 10 years.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
12/20/2023 - Present
Grove Point Advisors, LLC (St. Simons Island GA)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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