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 4 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.