Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Makepeace is a financial advisor with Kestra Investment Services, LLC. Daniel has experience in the financial services industry. Daniel has a Series 7TO and SIE exam license. Daniel is registered with FINRA.
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.
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.
1
2
TX
09/26/2022 - Present
Kestra Investment Services, LLC (AUSTIN TX)
MO
07/20/2021 - 04/20/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
12/01/2020 - 03/09/2021
EQUITABLE ADVISORS, LLC (AUSTIN TX)
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Makepeace is the right advisor for you? Invested Better is here to help.
