Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Tatum Nix is an investment professional with experience in the financial services industry. Daniel is a registered representative with U.S. Bancorp Investments, Inc. and holds the Series 7, Series 63, and Series 79TO licenses. Daniel has previous experience as a registered representative with Vanguard Marketing Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
08/26/2019 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
08/17/2018 - 08/15/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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