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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 Vernon is a financial advisor with Merit Financial Advisors. Daniel has been in the financial services industry for over 20 years. Daniel is registered with the state of Florida and holds Series 7 and 66 securities licenses. Daniel has previously worked with Sword Securities Corporation, DEWAAY FINANCIAL NETWORK, LLC, FSC SECURITIES CORPORATION, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel focuses on providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Daniel's firm, Merit Financial Advisors, is a registered investment advisor with over $7 billion in assets under management. Merit Financial Advisors focuses on providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
FL
01/20/2022 - Present
Merit Financial Advisors (Boca Raton FL)
CT
09/20/2013 - 03/07/2014
SWORD SECURITIES CORPORATION (STAMFORD CT)
NJ
05/28/2010 - 11/07/2011
DEWAAY FINANCIAL NETWORK, LLC (PRINCETON NJ)
GA
08/31/2007 - 04/09/2010
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
10/09/2000 - 09/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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