Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Daniels is an investment advisor representative at Stifel, Nicolaus & Company, Inc. Erin has 17 years of experience in the financial services industry. Erin has passed the Series 7, Series 31, Series 66, and the SIE exams. Erin is registered to offer securities in 27 states, including Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Michigan, Minnesota, Nebraska, Nevada, New Mexico, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin. Erin specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/12/2019 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
08/01/2012 - 03/19/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/07/2009 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (SCOTTSDALE AZ)
AZ
06/01/2009 - 10/22/2009
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
AZ
01/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
AZ
08/30/2006 - 01/12/2009
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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