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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Waller is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Danny has been in the securities industry since 1992 and has experience with individual clients, corporations, pension and profit sharing plans, investment companies, insurance companies, state or municipal government entities, charitable organizations, and other investment advisers. Danny provides financial planning and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/04/2024 - Present
Wells Fargo Advisors Financial Network, LLC (HARWICH MA)
FL
06/01/2009 - 06/05/2024
MORGAN STANLEY (ORMOND BEACH FL)
FL
03/06/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)
FL
10/08/1994 - 03/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTONA BEACH FL)
MN
11/09/1992 - 09/16/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/1992 - 09/16/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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