Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coughlin is a financial advisor in Chatham, NJ. Daniel has been in the financial industry since December 1985. He currently works for Wells Fargo Advisors Financial Network, LLC, where he has been registered since August 2022. Daniel has previously worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Daniel holds Series 3, 7, 15, and 63 licenses. Daniel provides investment consulting services to institutional clients as well as financial planning services for individuals and businesses.
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.
Investment consulting services to institutional clients
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.
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2
NJ
08/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
01/01/2008 - 07/29/2022
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
11/06/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
NY
06/03/1985 - 04/19/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 03/16/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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