Daniel E. Davidson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel E. Davidson, who also goes by Dan Davidson, Daniel E Davidson, Daniel Edward Davidson, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 2003. Daniel had worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 1, 2017 - February 7, 2017
PNC MANAGED ACCOUNT SOLUTIONS, INC.
May 16, 2013 - January 2, 2020
BBVA SECURITIES INC.
December 21, 2011 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
August 13, 2003 - December 31, 2006
SYNOVUS INVESTMENT ADVISORS, INC.
February 27, 2003 - September 15, 2003
SYNOVUS FUNDS INVESTMENT ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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