Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therman? Claim Your ProfileTherman McDaniel has been a Registered Representative for over 20 years and is currently a registered representative of Edward Jones, where he has been employed since 2017. Prior to joining Edward Jones, Therman McDaniel was employed by SunTrust Banks Inc., and was a registered representative for E*TRADE SECURITIES LLC, Jackson National Life Distributors LLC, and Princor Financial Services Corporation. Therman McDaniel specializes in offering financial planning and portfolio management services to a wide range of clients including individuals, businesses, high-net-worth individuals, and pension plans. He holds the Series 7, 63, and 66 licenses and the SIE exam.
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
GA
01/07/2019 - Present
Edward Jones (Atlanta GA)
GA
05/03/2007 - 07/30/2007
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
03/07/2006 - 01/19/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (ATLANTA GA)
IA
01/14/2004 - 02/10/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
08/14/2000 - 06/26/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2017
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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