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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 Wilson is a financial advisor currently affiliated with Atcap Partners, LLC. Daniel has been working in the financial industry since July 17, 2017, and has experience working with clients of all types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Daniel holds a Series 7, Series 66, and Series 24 license, as well as several state registrations. Daniel is passionate about helping clients achieve their financial goals through personalized financial planning and investment management services.
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.
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.
Wrap fee based on percentage of assets under management
1
2
FL
01/06/2025 - Present
Atcap Partners, LLC (Riverview FL)
FL
06/22/2022 - 02/09/2023
MORGAN STANLEY (St. Petersburg FL)
FL
07/15/2020 - 05/31/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/23/2020 - 07/24/2020
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
07/05/2019 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
05/23/2017 - 05/30/2019
MORGAN STANLEY (Tampa FL)
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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