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 Oneill is a financial advisor with Purshe Kaplan Sterling Investments. Daniel has been in the financial services industry since August 31, 2010. Daniel holds FINRA Series 7, 24, 31, 53, and 66 licenses as well as a SIE designation. Daniel is registered in the state of New York. Previously, Daniel was employed at Morgan Stanley Smith Barney.
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.
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.
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NY
06/09/2011 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
NY
08/26/2010 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
BOTH
Issued 09/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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