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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 Maner is an investment advisor representative at Edelman Financial Engines in Duluth, Georgia. Daniel has been in the financial industry since 2010. Daniel holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Daniel has experience at various firms, including Sanders Morris Harris LLC, EF Legacy Securities, LLC and Financial Engines Advisors L.L.C. Daniel currently focuses on investment advising for individuals, businesses and pension plans.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
GA
10/02/2019 - Present
Edelman Financial Engines (DULUTH GA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ASHBURN VA)
VA
07/21/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
08/03/2010 - 06/30/2011
SIGNATOR INVESTORS, INC. (VIENNA VA)
IA
Issued 09/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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