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Margaret Blakely Daniels

Expert Financial Advisor & Portfolio Manager

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Margaret Blakely Daniels

Margaret Blakely Daniels

CRD: 4914497 Broker & Financial Advisor

Current Firm

TIAA-CREF Individual & Institutional Services, LLC

ABOUT Margaret Blakely Daniels

PROFILE: Margaret Blakely Daniels is a financial professional with 19 years of experience in the securities and investment advisory industry. Also known as Marnie Daniels, she is dually registered as a Broker and Investment Adviser and is currently affiliated with TIAA-CREF Individual & Institutional Services, LLC in Lexington, Kentucky. Margaret began her career with Legg Mason Investor Services and later gained experience with PNC Capital Markets and PNC Investments before joining TIAA-CREF in 2015. Her broad industry background and multi-state licensing support her ability to provide clients with informed brokerage and investment advisory services.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains broker registration with TIAA-CREF Individual & Institutional Services, LLC
  • Investment Adviser — Registered to provide investment advisory services through Advice and Planning Services
  • Multi-State Licensed — Holds securities licenses across 13 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

19 years

19 years. With nearly two decades of experience in financial services, Margaret Blakely Daniels has worked with Legg Mason, PNC, and TIAA-CREF, developing broad experience across brokerage and investment advisory services.

Professional Statistics

19
Years of Experience
4
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

2365 Harrodsburg Road Suite B 250 Lexington, KY 40504

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Top traded (24h)
Stocks & Indices
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Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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