Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniel is a financial advisor who has been in the industry since December 1974. William Daniel is registered with Grove Point Advisors, LLC and has offices in Oklahoma City, OK, and Rockville, MD. William Daniel has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. William Daniel also holds the Series 7TO, SIE, Series 1, Series 24 and Series 26 licenses.
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
OK
04/01/2021 - Present
Grove Point Advisors, LLC (Oklahoma City OK)
OK
03/06/2001 - 02/28/2007
HORNOR, TOWNSEND & KENT, INC. (OKLAHOMA CITY OK)
MA
10/30/1986 - 03/02/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
12/19/1974 - 11/17/1986
NEW ENGLAND SECURITIES CORPORATION
NA
04/24/1985 - 04/16/1986
SOURCE SECURITIES, INC.
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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