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Margaret Blakely
Daniels

With over eighteen years of solid experience in the financial markets, I break down complex financial problems to create effective & focused solutions that rapidly improve my clients portfolio profits.

Explore My Page
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01 About me

Welcome to my page, I am Margaret Blakely Daniels,a licensed Investment Adviser & Stock Broker with 18+ years of experience. I have obtained 4 brokerage examination certificates and worked with 2k+ happy clients

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    State Licenses

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    Satisfied Clients

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    Years of experience

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02 Services

Providing Quality Financial Services For Individuals & Businesses

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Professional Financial Consulting

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Stock Brokerage & Diversification

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Family & Welfare Asset Advisory

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Retirement Planning & Investing

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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03 Margaret Blakely Daniels

4 Brokerage Examinations Registered & Passed

Oct 01, 2018

SIE - Securities Industry Essentials Examination

General Industry/Product Exams

May 21, 2007

Series 7 - General Securities Representative Examination

General Industry/Product Exams

Jun 25, 2013

Series 66 - Uniform Combined State Law Examination

State Securities Law Exams

Apr 29, 2008

Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exams

04 Margaret Blakely Daniels

Work History

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2015 - Present (10 years)

ADVICE AND PLANNING SERVICES (CRD#:20472)

Stock Broker

Investment Adviser

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2013 - 2015 (2 years)

PNC INVESTMENTS (CRD#:129052)

Stock Broker

Investment Adviser

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2008 - 2013 (4 years)

PNC CAPITAL MARKETS LLC (CRD#:15647)

Stock Broker

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2007 - 2008 (less than 1 year)

LEGG MASON INVESTOR SERVICES, LLC (CRD# 109064)

Stock Broker

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S.R.O

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100
FINRA
100
NASDAQ
100
NYSE
100
Cboe Exchange
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05 Client Reviews

I am trusted by more than 2000+ Global Clients

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"Working with Margaret Blakely Daniels was a game-changer for our business. Her ability to understand and rectify our exact financial problems exceeded our expectations and her dedication truly sets her apart."

Michael M. Johnson/ ceo & founder
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"I met Margaret Blakely through a colleague of mine in California who had worked with her for over 8 years, She helped me accumulate quite a fortune on my portfolio and I can say that was one of the best decisions of my life."

Shannon Bruno/ real estate broker
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"I barely have time for work so I obviously had to get a financial advisor if I was ever going to be involved with trading and investments. I made a wonderful choice with Margaret and seeing my portfolio profits accumulate consistently confirms it."

Janet S. Brugge/ professional stylist
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Hi, I am Margaret Blakely Daniels

Let’s Work Together

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Let's grow your portfolio

I’m Margaret Blakely Daniels, a Stock Broker & Financial Advisor
based in the US. I build immersive & functional investment
strategies for respective clients all over the world.

Email Address

contact@margaretblakelydaniels.help

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