Daniel Estes (CRD# 7553521) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Johnston, RI | May 2023 - Current | 1 |
| The Prudential Insurance Company Of America | Warwick, RI | Sep 2022 - May 2023 | < 1 |
| Pruco Securities LLC | Warwick, RI | Mar 2022 - May 2023 | 1 |
| Unemployed | Wakefield, RI | Aug 2021 - Feb 2022 | < 1 |
| True Commerce B2b Gateway | Cranberry Township, PA | Nov 2020 - Aug 2021 | < 1 |
| B2b Gateway | Hope Valley, RI | Aug 2017 - Nov 2020 | 3 |
| Unemployed | Wakefield, RI | Nov 2016 - Aug 2017 | < 1 |
| South Shore Repair And Remodel | Narragansett, RI | Jul 2016 - Nov 2016 | < 1 |
| Glenn Smith Construction, LLC | Middletown, RI | May 2016 - Jul 2016 | < 1 |
| Kyla Coburn Designs | Central Falls, RI | Nov 2015 - Apr 2016 | < 1 |
| Dennis Moffitt Painting | Wakefield, RI | Jul 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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