Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Daniels is an investment advisor representative with Creative Planning. Thomas has been in the financial services industry for 13 years. Thomas is licensed in Delaware and holds a Series 65 license. Thomas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Thomas has a strong background in financial services, having previously worked at PriceWaterhouseCoopers Advisory, Daniels + Tansey, LLP, and as a self-employed individual.
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.
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.
1
2
DE
10/02/2023 - Present
Creative Planning (Wilmington DE)
IA
Issued 11/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Daniels is the right advisor for you? Invested Better is here to help.
