Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cappell is a registered representative with SEI Investments Distribution Co. in OAKS, Pennsylvania. He is a Series 7TO and Series 63 licensed individual. Daniel joined SEI Investments Distribution Co. on October 12, 2023.
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.
1
2
PA
10/12/2023 - Present
SEI Investments Distribution Co. (OAKS PA)
BC
Issued 11/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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