Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edmunds has been in the financial industry since 1986. He works as a Financial Advisor at Prospera Financial Services, Inc. in Knoxville, TN. Daniel has extensive experience in various financial sectors including investment companies, corporations, and individuals. Daniel is also registered with the state of Tennessee to provide investment advice. He is dedicated to providing high-quality financial guidance and works to establish long-term relationships with clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TN
11/13/2023 - Present
Prospera Financial Services, Inc. (Knoxville TN)
TN
10/04/2013 - 11/13/2023
B. RILEY WEALTH MANAGEMENT (KNOXVILLE TN)
TN
12/09/2011 - 10/15/2013
STERNE, AGEE & LEACH, INC. (KNOXVILLE TN)
TN
03/02/2009 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (KNOXVILLE TN)
TN
12/05/2003 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (KNOXVILLE TN)
KY
07/14/2000 - 12/11/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
TN
04/24/1997 - 07/13/2000
EQUITY FINANCIAL CORPORATION (KNOXVILLE TN)
NC
01/15/1996 - 04/18/1997
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
FL
05/02/1988 - 12/31/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
03/13/1987 - 05/04/1988
FIRST AFFILIATED SECURITIES, INC.
NA
04/29/1986 - 03/05/1987
J.J.B. HILLIARD, W.L. LYONS, INC.
IA
Issued 11/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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