Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Tyler Smith is a financial professional with over 13 years of experience in the financial services industry. Daniel is currently registered with Northern Lights Distributors, LLC and previously worked with Russell Investments Financial Services, LLC, Fidelity Brokerage Services LLC, First Command Financial Planning, Inc., and TD Ameritrade, Inc. Daniel has a strong track record of providing financial advice and investment services to clients.
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.
1
2
NE
06/14/2024 - Present
Northern Lights Distributors, LLC (ELKHORN NE)
WI
08/01/2023 - 03/28/2024
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
KY
11/17/2014 - 08/16/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
TX
02/19/2014 - 11/12/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
02/15/2010 - 12/16/2013
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 01/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Smith is the right advisor for you? Invested Better is here to help.
