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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 Short is a financial advisor with over 20 years of experience in the industry. Daniel is registered with Wells Fargo Advisors Financial Network, LLC in New York. Daniel has been a financial advisor at Wells Fargo since 2009. Daniel has a strong background in securities and investments, and is committed to providing personalized financial advice to individuals, families, and businesses. Daniel also has experience in providing investment consulting services to institutional clients.
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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NY
07/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (POUGHKEEPSIE NY)
NY
06/04/2008 - 07/08/2022
WELLS FARGO CLEARING SERVICES, LLC (POUGHKEEPSIE NY)
NY
10/15/1999 - 06/23/2008
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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