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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 Colligan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been working in the financial services industry since 2008 and has experience with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Daniel provides a range of services, including portfolio management, financial planning, and investment research. Daniel is licensed to offer securities in Maryland. Daniel has Series 6, 7, 63, and 66 licenses. Daniel is a consultant with Walmart Spark.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
05/25/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Hunt Valley MD)
PA
12/01/2014 - 10/20/2015
PNC INVESTMENTS (DILLSBURG PA)
MD
07/20/2010 - 09/16/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
PA
10/19/2009 - 12/22/2009
GENEOS WEALTH MANAGEMENT, INC. (LANCASTER PA)
MD
06/30/2008 - 08/28/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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