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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 Stirling Taylor is a financial advisor registered with Cambridge Investment Research Advisors, Inc., located in Cockeysville, Maryland. Daniel has been in the financial services industry since 2004. Daniel is licensed in 17 states and holds Series 66, Series 7, Series 86, and Series 87 licenses. Daniel is a licensed insurance agent for various independent insurance companies and is a member of the Stake Club Philanthropy Committee. Daniel is the co-owner of DST Financial Services, located in Cockeysville, Maryland.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
04/25/2011 - Present
Cambridge Investment Research Advisors, Inc. (Cockeyesville MD)
FL
06/08/2005 - 06/20/2006
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
MD
05/19/2004 - 06/03/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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