Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eagan is an investment advisor representative with Alliancebernstein LP in San Francisco, CA. Daniel has been working in the financial services industry since August 27, 2001. Daniel holds Series 3, 7, 9, 10, 31, 63 and 65 licenses. Daniel has a strong background in investment management, portfolio management, and financial planning. Daniel's experience includes working for both Sanford C. Bernstein & Co., LLC and Hirtle Callaghan & Co. LLC.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/19/2019 - Present
Alliancebernstein LP (San Francisco CA)
CA
08/17/2001 - 01/09/2017
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
IA
Issued 01/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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