Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Khoury is a registered representative with Wells Fargo Clearing Services, LLC. Daniel Khoury is licensed in California and Texas. Daniel Khoury has been in the industry since February 2022. Daniel Khoury holds the Series 66, Series 7TO, and SIE licenses. Daniel Khoury's office is located in Westlake Village, CA and is associated with the Westlake Village, CA branch of Wells Fargo Clearing Services, LLC. The firm provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management services for businesses and individuals. Daniel Khoury has a wide range of experience in the financial industry.
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.
Investment consulting services to institutional clients
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
CA
06/21/2023 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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