Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Theodore Billings is a registered investment advisor representative with Ameritas Advisory Services, LLC. Daniel has been in the industry since 2005 and has experience in providing financial planning, wealth management, and portfolio management services to individuals, businesses, and retirement plans. Daniel has also been licensed as an independent insurance agent selling fixed insurance products since 2013. Daniel is committed to helping clients achieve their financial goals. Daniel is also registered with ProEquities, Inc. and Ameriprise Financial Services, Inc.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NC
11/01/2021 - Present
Ameritas Advisory Services, LLC (Greensboro NC)
NC
07/05/2007 - 02/20/2013
PROEQUITIES, INC. (GREENSBORO NC)
NC
07/26/2005 - 04/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
MN
07/26/2005 - 04/12/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Billings is the right advisor for you? Invested Better is here to help.
