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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wisniewski is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial industry. Daniel is registered to provide investment advice in 50 states. Daniel has experience working for Prudential Securities Incorporated, UBS Paine Webber Inc., and Raymond James & Associates, Inc. Daniel holds licenses in Series 63, 65, 7, 9, 10 and SIE exams. In addition to his financial advisor role, Daniel is also the owner of a rental real estate business. Daniel is based in Auburn Hills, Michigan.
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.
Please see note in schedule d - miscellaneous
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
MI
03/02/2018 - Present
Raymond James & Associates, Inc. (AUBURN HILLS MI)
NJ
11/03/2000 - 10/19/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/24/1999 - 11/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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