Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stuart Watson is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Daniel has been in the industry since 2004. Daniel holds Series 6, 63, and 65 licenses as well as the SIE. Daniel has experience in a number of financial services companies including MML Investors Services, LLC, Independent Financial Group, LLC, and Financial Telesis Inc. Daniel is committed to providing personalized financial planning and investment advice to individuals, families, and businesses.
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
SC
09/12/2023 - Present
Cambridge Investment Research Advisors, Inc. (Greenville SC)
NC
05/23/2017 - 01/29/2019
MML INVESTORS SERVICES, LLC (RALEIGH NC)
SC
07/31/2014 - 02/03/2017
INDEPENDENT FINANCIAL GROUP, LLC (Greenville SC)
SC
06/10/2013 - 08/01/2014
FINANCIAL TELESIS INC (GREENVILLE SC)
SC
10/07/2008 - 04/18/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)
SC
03/13/2006 - 10/08/2008
NYLIFE SECURITIES LLC (GREENVILLE SC)
IL
08/18/2004 - 02/24/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 03/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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