Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David McGurl is an Investment Advisor Representative associated with Fortis Capital Advisors, LLC. Daniel McGurl is registered with the state of New York. He has been in the industry since 2018 and holds the Series 65, Series 6TO and SIE licenses.
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.
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.
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2
KS
12/11/2023 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
NY
10/27/2021 - 12/31/2021
MML INVESTORS SERVICES, LLC (NEW YORK NY)
IA
Issued 08/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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