Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Daniel Chick is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Fort Worth, Texas. J Daniel has been in the industry since January 1999 and is licensed to provide financial and investment advice in 35 states and the District of Columbia. J Daniel has earned several industry licenses and holds a Certified Financial Planner designation. J Daniel has experience working with individuals, corporations, and other entities. J Daniel's specialization areas include retirement planning, investment management, college savings, insurance, and estate planning. In addition to working with Raymond James Financial Services Advisors, Inc. J Daniel is the Managing Partner of Park Hill Financial Services, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fort Worth TX)
TX
01/12/1999 - 08/02/2022
EDWARD JONES (FT WORTH TX)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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