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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 McCall is a financial advisor currently registered with Truist Advisory Services, Inc.. Daniel has been in the industry since 2005. Daniel has experience working with various firms including BB&T Securities, LLC, BB&T Investment Services, Inc., PNC Investments and Truist Advisory Services, Inc. Daniel is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses as well as the SIE. Daniel has a wide range of experience in various financial aspects such as portfolio management for individuals and businesses. Daniel works with various clients including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
10/15/2020 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/06/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WEST CHESTER PA)
NJ
10/13/2005 - 07/11/2006
PNC INVESTMENTS (PRINCETON NJ)
PA
03/22/2005 - 07/07/2005
PNC INVESTMENTS (PITTSBURGH PA)
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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