Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Watkins is a financial advisor registered with LPL Financial LLC in Tyler, Texas. Daniel has been in the financial services industry for over 2 years. Previously, Daniel was employed with Edward Jones in Tyler. Daniel is licensed to provide securities and investment advice in several states, including Alabama, Arkansas, California, Louisiana, Michigan, North Carolina, Texas, and Virginia. Daniel has a Series 66, Series 7, and SIE licenses and holds designations in areas 1, 2, 3, 4, 5, and 6. In addition to providing financial advice, Daniel also operates a tax preparation and accounting firm. Daniel's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/25/2021 - Present
LPL Financial LLC (TYLER TX)
TX
11/01/2019 - 02/01/2021
EDWARD JONES (TYLER TX)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Watkins is the right advisor for you? Invested Better is here to help.
