Daniel Haines Email & Phone Number
Certified Financial Planner, Accredited Estate Planner @ Capitol Financial Solutions
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Daniel Haines Location
- Chapel Hill, NC, US
Daniel Haines Work
- 2020 -now Certified Financial Planner, Accredited Estate Planner @
- 2017 -2020 Vice President , Financial Advisor, Certified Financial Planner, Accredited Estate Planner @
- 2015 -2017 Senior Wealth Advisor, Financial Advisor, Certified Financial Planner, Accredited Estate Planner @ Yadkin Wealth
- 2008 -2015 Financial Advisor,Financial Service Representative, Investment Adviser Representative @
- 2000 -2008 Managing Partner and Registered Investment Advisor @ AdvisorsOne Wealth Management Group
- 1995 -2000 Registered Manager @ LINSCO/Private Ledger
- 1982 -1995 Registered Representative @ Prudental Securities and Prudential Preferred
- 1971 -1982 VP Branch Manager @ Connecticut National Bank and Citytrust
Daniel Haines Education
- Adelphi University
Certified Financial Planner Practitioner (Financial Planning and Services)
1984-1986 - Sacred Heart University
Bachelor's of Science (Psychology)
1967-1971
Daniel Haines Skills
- Financial Advisory
- Business Development
- Finance
- Financial Services
- Strategic Planning
- Retirement Planning
- Microsoft Excel
- Wealth Management Services
- Securities
- Investment Advisory
- Estate Planning
- Wealth Management
- Insurance
- Financial Planning
- FINRA
- IRAs
- Investments
- Services
Daniel Haines Summary
- Daniel Haines, based in Chapel Hill, NC, US, is currently a Certified Financial Planner, Accredited Estate Planner at Capitol Financial Solutions. Daniel Haines brings experience from previous roles at F.N.B. Corporation, Yadkin Wealth, MetLife and AdvisorsOne Wealth Management Group. Daniel Haines holds a 1984 - 1986 Certified Financial Planner Practitioner in Financial Planning and Services @ Adelphi University. With a robust skill set that includes Financial Advisory, Business Development, Finance, Financial Services, Strategic Planning and more. Daniel Haines has 2 emails and 3 mobile phone numbers on RocketReach.
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