Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robinson is a financial advisor in Palo Alto, California, registered with Empower Advisory Group, LLC. Daniel has been in the industry for more than 4 years. Daniel has passed the Series 7, Series 63, Series 66, and SIE exams. Daniel is licensed in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Daniel has previously worked at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
01/30/2025 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
10/02/2021 - 01/25/2024
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN VIEW CA)
CA
11/19/2019 - 08/08/2021
J.P. MORGAN SECURITIES LLC (GILROY CA)
BOTH
Issued 10/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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