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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vickery is a financial advisor at U.S. Capital Wealth Advisors, LLC, a registered investment advisor. Daniel has been in the industry since 2000. Daniel specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Daniel has a wide range of experience and expertise in financial planning, investment management, and retirement planning. Daniel holds the Series 7, Series 24 and Series 66 licenses. Daniel has a strong track record of providing clients with personalized financial advice and investment strategies that meet their individual needs.
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.
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
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
12/21/2001 - 09/30/2010
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
NY
04/19/2001 - 12/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
11/02/2000 - 05/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/2000 - 05/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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