Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christiaan McLennon is a financial advisor registered with Polen Capital Management, LLC. Daniel has over 10 years of experience in the financial services industry. Daniel has a strong understanding of the investment landscape and is committed to providing clients with personalized financial advice. Daniel has experience working with a variety of clients, including individuals, families, businesses, and institutions. Daniel holds the Series 6, 7, 24, 63, and 66 licenses and is a registered Investment Advisor Representative in Florida. Daniel also holds the SIE designation.
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.
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.
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.
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
FL
06/13/2022 - Present
Polen Capital Management, LLC (BOCA RATON FL)
GA
07/01/2015 - 03/18/2022
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
CT
04/03/2013 - 07/02/2015
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
10/10/2011 - 04/03/2013
DIRECTED SERVICES LLC (WINDSOR CT)
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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