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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 based in Beverly, MA. Daniel Crowley has been in the industry since August 22, 1984. Daniel Crowley is licensed in several states across the US and offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Daniel Crowley's previous firms include Investors Capital Corp., Commonwealth Financial Network, MetLife Securities Inc., Metropolitan Life Insurance Company, Advest, Inc., and First Jersey Securities, Inc.
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 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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