Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniels is a financial advisor with Raymond James Financial Services Advisors, Inc. John has been in the financial industry since 2008. John is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative. John is also registered with the states of California, Florida, Illinois, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia as a Broker. John has a Series 6, 7, and 63 license and holds the Certified Financial Planner designation. John has been affiliated with Raymond James Financial Services Advisors, Inc. since 2018. Previously, John was affiliated with First Command Financial Planning, Inc.
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
PA
05/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (PITTSBURGH PA)
PA
12/23/2008 - 03/28/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (PITTSBURGH PA)
IA
Issued 01/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Daniels is the right advisor for you? Invested Better is here to help.
