Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Daniel, a financial advisor with over 16 years of experience in the industry, is currently affiliated with LPL Financial LLC. Robert has a long history in the financial services sector, having previously worked with Raymond James & Associates, Inc. and Carty & Company, Inc. His expertise is in providing investment advice to a range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert has a strong understanding of the financial markets and a commitment to providing personalized financial guidance. His expertise and experience make him a valuable resource for those seeking financial planning, portfolio management, and other investment services.
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.
Consulting and other non-discretionary advisory services
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
TN
03/13/2024 - Present
LPL Financial LLC (MEMPHIS TN)
TN
07/30/2020 - 03/13/2024
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
09/26/2007 - 04/06/2020
CARTY & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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