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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 Parnes is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Daniel has been in the industry since 1998 and has experience providing financial advice to a variety of clients. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 31, and Series 66 licenses. Daniel has also passed the Securities Industry Essentials Examination (SIE). Daniel provides portfolio management for individuals and businesses, as well as financial planning services. Daniel is also a registered investment advisor in Maryland, Texas, and the District of Columbia.
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.
1
2
MT
04/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOZEMAN MT)
DC
02/20/2009 - 04/10/2023
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
DC
02/21/2006 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
08/03/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/28/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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