Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel W. Leatherman is a financial advisor with Avantax Advisory Services, a firm that has been in business for 24 years. Daniel is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial services industry. He holds the Series 7, Series 66, and Series 27 licenses and has a strong background in financial planning, investment management, and tax preparation. Daniel is committed to helping individuals and families achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
08/15/2012 - Present
Avantax Advisory Services (PARKVILLE MD)
MD
03/02/2007 - 10/10/2011
GLOBAL BROKERAGE SERVICES, INC. (HUNT VALLEY MD)
CA
07/25/2003 - 04/01/2005
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
MD
08/22/2002 - 07/25/2003
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MN
01/22/2002 - 06/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/2002 - 06/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/13/2001 - 03/01/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
10/17/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 02/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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