Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Conners is a wealth advisor with over 30 years of experience in the financial services industry. Daniel holds the Series 3, 7, 8, 9, 10, 15, 63, and 65 licenses and is a Registered Representative and Investment Advisor Representative. Daniel is currently a Senior Wealth Advisor at Alphacore Capital LLC and also serves as Managing Partner at Entrust Wealth Advisors, LLC. Daniel has specialized in providing financial advisory services to individuals, businesses, and institutions with a focus on developing comprehensive financial plans that address their unique needs and goals.
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.
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.
Institutional consulting and client servicing
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.
1
2
CA
01/14/2025 - Present
Alphacore Capital LLC (LA JOLLA CA)
CA
11/09/2018 - 07/27/2020
ARETE WEALTH MANAGEMENT, LLC (San Diego CA)
CA
12/12/2008 - 11/20/2018
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
04/02/2007 - 12/19/2008
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
03/26/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
CA
06/09/2000 - 03/24/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
11/11/1997 - 06/16/2000
VANGUARD CAPITAL (DEL MAR CA)
NY
12/05/1994 - 11/10/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 12/13/1994
SMITH BARNEY INC. (NEW YORK NY)
NJ
11/02/1993 - 11/08/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/06/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/05/1984 - 09/24/1984
STARR SECURITIES, INC.
NA
10/19/1983 - 08/03/1984
FAGENSON AND COMPANY INC.
IA
Issued 04/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 09/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Conners is the right advisor for you? Invested Better is here to help.
