Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCarty is a financial advisor with Cadaret, Grant & CO., Inc. located in ALBANY, NY. Daniel McCarty has over 15 years of experience in the financial services industry and is registered to provide investment advice in 16 states. Daniel McCarty offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Daniel McCarty also provides financial planning and investment advice to individuals, corporations, and charitable 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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2
NY
09/09/2019 - Present
Cadaret, Grant & CO., Inc. (ALBANY NY)
NY
04/26/2006 - 08/20/2008
INVEST FINANCIAL CORPORATION (LATHAM NY)
BOTH
Issued 12/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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