Michael DanielsCRD Number: 6140880
Current Firm: Edward Jones
Michael Daniels (CRD# 6140880) is an Investment Advisor Representative working at Edward Jones in Kailua Kona, HI and has over 3 years of experience in the finance industry.
Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Aug 2014 - Current||2|
|Bank Of America, N.a.||Clinton Township, MI||Aug 2013 - May 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Clinton Township, MI||Nov 2012 - May 2014||1|
|Groupgolfer, LLC||Mt. Clemens, MI||Oct 2012 - Oct 2012||< 1|
|Reliance One Recruiting||Auburn Hills, MI||Sep 2012 - Sep 2012||< 1|
|Groupgolfer, LLC||Mt. Clemens, MI||May 2011 - Aug 2012||1|
|Bdo Usa||Kalamazoo, MI||Jan 2011 - Apr 2011||< 1|
|Western Michigan University||Kalamazoo, MI||May 2009 - Dec 2010||1|
|Doeren Mayhew & Company P.c.||Troy, MI||Jan 2009 - Apr 2009||< 1|
|Western Michigan University||Kalamazoo, MI||May 2008 - Dec 2008||< 1|
|Doeren Mayhew & Company P.c.||Troy, MI||Jan 2008 - Apr 2008||< 1|
|Radisson Plaza Hotel||Kalamazoo, MI||Oct 2006 - Dec 2007||1|
|Western Michigan University||Kalamazoo, MI||Apr 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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