Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fletcher is a financial advisor currently registered with SPC. Daniel is a licensed professional with years of experience. Daniel's career in the financial industry began in 2001. Daniel is an independently licensed insurance agent and holds a Series 63, 66, and 7 license. Daniel offers financial planning, pension consulting, educational seminars, and consultation 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.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/01/2020 - Present
SPC (ANN ARBOR MI)
IN
06/23/2006 - 07/03/2020
WOODBURY FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
09/05/2001 - 06/29/2006
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 08/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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