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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McAuliffe is a financial advisor with Equitable Advisors, LLC. Daniel has been in the financial services industry since 2008 and has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Daniel is licensed to provide financial advice in 20 states and holds a Series 7, Series 63, and Series 65 licenses. Daniel has a strong understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. Daniel is also an active member of the community and serves on the board of several non-profit organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/16/2024 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
CO
08/02/2010 - 03/08/2011
DYNASTY CAPITAL PARTNERS, INC. (GREENWOOD VILLAGE CO)
NY
05/01/2009 - 08/02/2010
FIRST MIDWEST SECURITIES, INC. (BUFFALO NY)
NY
12/03/2008 - 05/15/2009
PAULSON INVESTMENT COMPANY, INC. (BUFFALO NY)
NY
09/22/2008 - 01/02/2009
J.P. TURNER & COMPANY, L.L.C. (BUFFALO NY)
IA
Issued 03/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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