Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Welburn Crane is a Registered Representative and Investment Advisor Representative with Western International Securities, Inc. in Irvine, California. Daniel has been in the financial services industry for over 35 years. Daniel has a wide range of experience in providing financial advice and portfolio management services to individuals, families, and businesses. Daniel has a Bachelor's degree in Economics from the University of California, Los Angeles.
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.
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2
CA
08/21/2017 - Present
Western International Securities, Inc. (Irvine CA)
NV
12/01/2008 - 08/21/2017
FINANCIAL WEST GROUP (RENO NV)
CA
03/09/2002 - 12/04/2008
RBC CAPITAL MARKETS CORPORATION (WOODLAND HILLS CA)
CA
06/15/1994 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
08/23/1984 - 06/15/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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