Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Williams is a financial advisor registered in Massachusetts and Connecticut. Daniel has been in the securities industry since 2007 and is currently employed by Great Point Advisors, LLC, and Wellfleet Wealth Advisors, LLC. Daniel Williams has experience providing financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals.
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.
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.
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2
MA
03/13/2024 - Present
Great Point Advisors, LLC (Wellfleet MA)
MA
09/27/2013 - 07/23/2021
THE STRATEGIC FINANCIAL ALLIANCE, INC. (NEEDHAM MA)
MA
02/19/2007 - 09/27/2011
ING FINANCIAL PARTNERS, INC. (NEEDHAM MA)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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