Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McQuesten is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 15 years of experience in the industry. Daniel holds the Series 66, Series 7 and SIE securities licenses and is also a Certified Financial Planner. His firm offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. He is registered with the state of Idaho and several other states including California, Washington, Oregon, and Florida, and his firm also has offices in Boise, Idaho, and Garden City, Idaho.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ID
07/02/2013 - Present
Raymond James Financial Services Advisors, Inc. (GARDEN CITY ID)
ID
07/10/2008 - 07/10/2013
UBS FINANCIAL SERVICES INC. (BOISE ID)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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