Daniel Guadalupe (CRD# 7855854) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage | Daniel Island, SC | Feb 2024 - Current | < 1 |
| Western And Southern Life | Daniel Island, SC | Nov 2023 - Current | < 1 |
| Unemployed | Charleston, SC | Jun 2023 - Nov 2023 | < 1 |
| Sacred Heart University | Fairfield, CT | Jan 2023 - May 2023 | < 1 |
| Cadc LLC | Norcross, GA | Dec 2022 - Dec 2022 | < 1 |
| Cadc LLC | Queens, NY | Aug 2022 - Dec 2022 | < 1 |
| Cadc LLC | Boston, MA | Jan 2022 - Aug 2022 | < 1 |
| Cadc LLC | Hackensack, NJ | Sep 2021 - Dec 2021 | < 1 |
| Federal Public Defenders, Brooklyn | Brooklyn, NY | Jun 2021 - Aug 2021 | < 1 |
| Tufts University | Medford, MA | Sep 2019 - May 2021 | 1 |
| Unemployed | Portland, ME | Dec 2018 - Aug 2019 | < 1 |
| Extended Travel | Sandy, UT | Sep 2018 - Dec 2018 | < 1 |
| Delamar Hotel | Greenwich, CT | Jun 2018 - Sep 2018 | < 1 |
| Tufts University | Medford, MA | Aug 2016 - May 2018 | 1 |
| Unemployed | Greenwich, CT | May 2016 - Aug 2016 | < 1 |
| Brunswick School | Greenwich Ct, CT | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- SC
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.