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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Quigley is a financial advisor at Morgan Stanley. Daniel has been in the financial services industry since 1977. Daniel holds Series 7, Series 63 and Series 65 licenses and has been registered with Morgan Stanley since June 2009. Previously, Daniel worked at Citicorp Global Markets from 1993 to 2009, Lehman Brothers from 1988 to 1993 and Merrill Lynch from 1978 to 1979. Daniel is registered to provide investment advice in 40 states and the District of Columbia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
DC
06/01/2022 - Present
Morgan Stanley (Washington DC)
DC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/14/1979 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
09/26/1978 - 09/29/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 04/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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