Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dewayne Daniel is a wealth manager with over 14 years of experience in the financial services industry. Donald has a wide range of experience and expertise in providing financial planning and investment management services to individuals, families, and businesses. He has a strong track record of success in helping his clients achieve their financial goals. Donald is registered with Osaic Wealth, Inc. and holds several industry licenses and certifications, including the Series 7 and Series 66. He is also an insurance agent. Donald is committed to providing his clients with personalized and comprehensive financial advice and is dedicated to helping them build a secure and prosperous future.
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.
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
SC
11/20/2023 - Present
Osaic Wealth, Inc. (SUMTER SC)
SC
11/19/2018 - 11/30/2023
LPL FINANCIAL LLC (SUMTER SC)
SC
10/18/2011 - 11/23/2018
WELLS FARGO CLEARING SERVICES, LLC (SUMTER SC)
SC
05/19/2009 - 11/03/2011
EDWARD JONES (SUMTER SC)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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