Unclaimed
Larry Vernon Daniels is a financial advisor at Edward Jones. Larry has over 27 years of experience in the financial services industry. Larry is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Larry is also registered with the state of Pennsylvania. Larry specializes in providing financial advice to individuals, families, and businesses. Larry offers a wide range of financial services, including investment management, retirement planning, and college savings. Larry is committed to helping clients achieve their financial goals.
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
PA
05/14/2012 - Present
Edward Jones (Blue Bell PA)
PA
09/12/2006 - 05/08/2012
PNC INVESTMENTS (PHILADELPHIA PA)
PA
12/17/2003 - 08/25/2006
EDWARD JONES (DOYLESTOWN PA)
MN
04/05/1995 - 11/20/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/05/1995 - 11/20/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
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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