Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wells is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been working in the industry since 1983. Daniel has a long history of working with a variety of clients, including individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. He has specialized in portfolio management for individuals and businesses, as well as pension consulting. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 63 licenses. He has been actively registered as an investment advisor representative in West Virginia since 1998.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WV
01/26/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTINGTON WV)
BC
Issued 10/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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