Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel B Geehan is an Investment Advisor Representative at Independence Square Holdings, LLC, located in Fort Worth, Texas. Daniel has been in the industry since 1999 and has experience working at several firms including Cambridge Investment Research, Inc., R. F. Lafferty & Co., Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Daniel holds Series 6, 7, 63 and 66 licenses. He is a registered Investment Advisor Representative in Texas. Daniel specializes in providing financial planning, portfolio management for individuals, and cash management and mortgage services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Referral fees
1
2
TX
04/07/2022 - Present
Independence Square Holdings, LLC (Fort Worth TX)
TX
02/16/2011 - 04/12/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WORTH TX)
NY
10/26/2006 - 11/24/2010
R. F. LAFFERTY & CO., INC. (NEW YORK NY)
NY
12/23/1999 - 10/09/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)
WI
01/07/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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