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Daniel Watkins profile image

Daniel Watkins

Investment Counselor at Fisher Investments
Intro Book
Seasoned financial consultant delivering expert investment advice.
  • Claim this Profile
Location
Dallas, Texas, United States, US
Skills
  • Series 63
  • Series 6
  • Pensions
  • Iras
  • Retirement Planning
  • Show all
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Bio

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Daniel Watkins is a seasoned financial professional with extensive experience in investments, pensions, IRAs, and retirement planning. He holds various certifications, including Series 63, Series 6, and Series 7, and has worked with top companies like Fisher Investments and TIAA-CREF.

Credentials

  • series 66
    FINRA
    Dec, 2014
    - Apr, 2026
  • series 7
    FINRA
    Aug, 2014
    - Apr, 2026
  • series 6
    FINRA
    Apr, 2002
    - Apr, 2026
  • Series 63
    FINRA
    Nov, 2001
    - Apr, 2026

Experience

  • Fisher Investments
    • Frisco, Texas, United States
    • Investment Counselor
      • May 2021 - Present
      • Frisco, Texas, United States

  • TIAA-CREF
    • United States
    • Financial Services
    • 700 & Above Employee
    • Brokerage Senior Financial Consultant
      • Jun 2014 - May 2021

      Providing end-to-end financial consultative services is my primary goal as a Brokerage Senior Financial Consultant. I reliably assist individual clients with investment opportunities built to withstand market volatility. I educate them about market trends, investment timing implications, and smart portfolio strategies to ensure financial security and profitability.

    • EAS Senior Consultant
      • Mar 2012 - Jun 2014

      Collaborating with client administrators and human resources staff was an essential part of my obligations in this role to ensure smooth administrative transactions and individual retirement participants' satisfaction. I delivered enhanced financial consulting services that maximize their assets as much as possible.

    • Retirement Consultant
      • Feb 2011 - Mar 2012

      In this position, I communicated and worked with individual clients closely to evaluate their financial goals and find the retirement plan that best fits their requirements. I assisted each client in achieving their short and long-term retirement goals through continuous education on multiple financial product offerings.

  • Texas Farm Bureau Insurance Companies
    • Forney, Texas, United States
    • Sales And Service Agent
      • Jun 2005 - Jun 2009
      • Forney, Texas, United States

  • Volt
    • Dallas, Texas, United States
    • Manufacturing Specialist
      • Jun 2004 - Jun 2005
      • Dallas, Texas, United States

      Texas Instruments Inspection Specialist

  • Primerica
    • Mesquite, Texas, United States
    • Financial Representative
      • Apr 2002 - Jun 2004
      • Mesquite, Texas, United States

      Financial Planning

  • Specialty Contractors Inc.
    • Dallas, Texas, United States
    • Superintendent
      • Jan 1998 - May 2002
      • Dallas, Texas, United States

      Construction superintendent

  • Landguth Construction
    • Allen, Texas, United States
    • Lead Carpenter
      • May 1989 - Jan 1998
      • Allen, Texas, United States

      New home construction

  • Watkins Construction
    • Wichita Falls, Texas, United States
    • Business Owner
      • Apr 1979 - May 1989
      • Wichita Falls, Texas, United States

      New home construction

Education

  • 2012 - 2015
    Liberty University
    Bachelor's degree, Business Administration and Management, General
  • 1993 - 1995
    CRISWELL COLLEGE AT DALLAS,
    Biblical Studies

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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