Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Daniel is a financial advisor registered with Nylife Securities LLC. William has passed the Series 65, Series 6TO and the SIE exams and holds a registration with FINRA. William's areas of expertise include investment company products and variable contracts.
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.
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.
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TX
08/05/2024 - Present
Nylife Securities LLC (SAN ANTONIO TX)
IA
Issued 02/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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