Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniels is a registered representative with Janney Montgomery Scott LLC. William has over 18 years of experience in the securities industry. William specializes in providing financial planning, pension consulting, and portfolio management services. William is also registered with the state of Texas as an investment advisor representative. William has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/29/2021 - Present
Janney Montgomery Scott LLC (WILLIAMSPORT PA)
PA
02/06/2015 - 09/17/2018
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSPORT PA)
PA
10/17/2014 - 12/03/2014
EDWARD JONES (MONTOURSVILLE PA)
PA
07/21/2005 - 10/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSPORT PA)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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