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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 Corcoran Kiley is a financial advisor who has been in the industry since 1983. He has held various positions at different firms, including Triad Advisors, Inc. and The Concord Equity Group, LLC. Daniel Corcoran Kiley currently works at Stratos Wealth Advisors LLC, where he specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. He is a Certified Financial Planner and holds Series 6, 22, 62, and 63 licenses. Daniel Corcoran Kiley has a strong track record of success in the financial services industry and is committed to helping his clients achieve their financial 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.
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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
06/08/2023 - Present
Stratos Wealth Advisors LLC (Cincinnati OH)
OH
01/03/2007 - 02/21/2014
TRIAD ADVISORS, INC. (CINCINNATI OH)
OH
12/24/1998 - 12/31/2006
THE CONCORD EQUITY GROUP, LLC (CINCINNATI OH)
NA
09/14/1988 - 12/16/1998
ADVANTAGE CAPITAL CORPORATION
GA
10/03/1983 - 12/16/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
02/01/1988 - 09/21/1988
KAVANAUGH SECURITIES, INC.
NA
07/22/1987 - 02/08/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 04/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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