Unclaimed
Daniel Albert Cronin is a financial advisor with Raymond James & Associates, Inc. with offices in St. Petersburg, FL. Daniel is a registered representative and investment advisor representative in Florida. Daniel has been in the securities industry since 2020. Prior to joining Raymond James, Daniel worked at Robinhood Financial, LLC. Daniel has a Series 63, 65, 7, 9, 10 and SIE licenses. Daniel specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Daniel's firm, Raymond James, has over 3,700 licensed agents, 5,500 investment advisor representatives and 7,700 registered representatives. Raymond James manages approximately $433 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/31/2024 - Present
Raymond James & Associates, Inc. (Orlando FL)
FL
08/31/2020 - 11/09/2023
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
IA
Issued 01/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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