Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Suh is a financial advisor associated with Raymond James & Associates, Inc. Daniel has been in the industry for over 11 years, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Waddell & Reed, Inc.. Daniel is registered to provide investment advice in multiple states. Daniel has a strong track record of providing investment advice and portfolio management services. Daniel's services include financial planning, portfolio management, selection of other advisors, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
1
2
WA
09/30/2020 - Present
Raymond James & Associates, Inc. (Kirkland WA)
WA
08/31/2012 - 10/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
01/01/2011 - 02/28/2012
WADDELL & REED, INC. (SEATTLE WA)
BOTH
Issued 03/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2012
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 12/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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