Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stewart Botti is a financial advisor in Portland, Oregon with over 30 years of experience in the industry. Daniel Botti is currently registered with Peregrine Asset Advisers, Inc.. Previously, Daniel Botti was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel Botti holds the Series 7, 63 and 66 securities licenses. Daniel Botti's specialties include providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Annual account fee
1
2
OR
06/29/2001 - Present
Peregrine Asset Advisers, Inc. (PORTLAND OR)
NY
06/20/1984 - 07/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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