Daan MutsaersCRD Number: 6550745
Current Firm: Raymond James & Associates, Inc.
Daan Mutsaers (CRD# 6550745) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Daan Mutsaers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Raymond James & Associates, Inc.||Atlanta, GA||Nov 2020 - Current||1|
|Bluerock Wealth Management, LLC||Alpharetta, GA||Jun 2020 - Oct 2020||< 1|
|Truewealth Management||Atlanta, GA||Jul 2018 - May 2020||1|
|Watermark Asset Management||San Ramon, CA||Apr 2016 - May 2018||2|
|Unemployed||Pleasanton, CA||Jan 2016 - Mar 2016||< 1|
|First Wealth Financial Group||Clinton, IA||Aug 2015 - Dec 2015||< 1|
|Ashford University||Clinton, IA||Aug 2013 - Dec 2015||2|
|Lee-chandler Enterprises||Indianapolis, IN||Jan 2015 - Apr 2015||< 1|
|Ywca||Clinton, IA||Aug 2014 - Dec 2014||< 1|
|Foothill College||Los Altos, CA||Aug 2012 - Jul 2013||< 1|
|Het College||Weert,||Jul 2010 - Jul 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2021|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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