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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 Crowley is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the industry since 1984 and holds Series 7, 24, 63, and 66 licenses. Daniel's previous experience includes roles at Investors Capital Corp., Commonwealth Financial Network, MetLife Securities Inc., and Metropolitan Life Insurance Company. Daniel specializes in providing financial planning services to individuals, families, and businesses. Daniel also has experience providing investment advice to charitable organizations, pension and profit-sharing plans, and corporations. Daniel's commitment to providing personalized advice and services has helped Daniel build a strong reputation in the industry. Daniel's clients appreciate Daniel's ability to explain complex financial concepts in a clear and concise manner.
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.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (BEVERLY MA)
MA
03/31/2003 - 10/03/2016
INVESTORS CAPITAL CORP. (BEVERLY MA)
MA
02/14/1995 - 12/05/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
02/12/1991 - 03/01/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/12/1991 - 03/01/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
01/09/1987 - 01/30/1991
ADVEST, INC. (HARTFORD CT)
NA
04/18/1984 - 01/08/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 9/5/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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