Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McDaniel is a financial advisor in THE WOODLANDS, TX with over 25 years of experience in the financial services industry. David McDaniel currently works at Edward Jones and has been with them since 2011. David McDaniel has also been registered with several other firms including NFP SECURITIES, INC., AMERITAS INVESTMENT CORP., STATE FARM VP MANAGEMENT CORP., and SALOMON SMITH BARNEY INC. David McDaniel is licensed in multiple states including Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Maryland, Michigan, Mississippi, Missouri, Nebraska, New Hampshire, Oklahoma, Pennsylvania, Texas, Utah, and Washington.
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.
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.
See schedule d - miscellaneous
1
2
TX
08/16/2011 - Present
Edward Jones (THE WOODLANDS TX)
TX
07/22/2009 - 06/21/2011
NFP SECURITIES, INC. (THE WOODLANDS TX)
TX
11/03/2005 - 07/20/2009
AMERITAS INVESTMENT CORP. (THE WOODLANDS TX)
IL
08/05/2002 - 10/14/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
02/18/1999 - 04/15/2002
EDWARD JONES (ST. LOUIS MO)
NY
07/22/1997 - 02/18/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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