Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Woodrow Bird is a financial advisor with Stonex Advisors Inc. Daniel has been in the industry since 1996. He is a registered representative in Florida, Kansas, Louisiana, New Jersey, North Carolina, Pennsylvania and Virginia. Daniel is also a registered investment advisor in Virginia. Daniel is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Daniel provides financial planning, pension consulting, and educational seminars. He also offers portfolio management services for individuals and businesses. Daniel's prior firm experience includes Wells Fargo Clearing Services, LLC and First Union Brokerage Services, Inc.
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.
Financial consulting services
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
AL
06/23/2017 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
VA
10/01/2000 - 06/27/2017
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
NC
05/09/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
02/28/1995 - 04/06/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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