Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Giles is a financial professional licensed in Iowa. Daniel's firm, Clarendon Insurance Agency, Inc., has a branch office in Zionsville, Indiana. Daniel has been in the industry since 2021, and has passed the Series 63, Series 6TO and SIE exams. Daniel holds a current registration with FINRA.
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.
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.
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2
IN
03/23/2022 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
IA
02/13/2021 - 03/02/2022
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
BC
Issued 03/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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