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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Defay Daniels is an investment advisor representative at Fisher Investments. Michael has been in the industry since 2003 and is registered in Georgia, Tennessee, and Texas. Michael specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael holds a Series 65 license and a Series 7 license. Michael is a dedicated professional with experience in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/15/2023 - Present
Fisher Investments (PLANO TX)
NJ
04/25/2003 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 06/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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