Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCurley is a financial advisor with over 11 years of experience in the financial services industry. Daniel holds the Series 6, 7, and 63 licenses and is registered with Fidelity Brokerage Services LLC in Smithfield, Rhode Island. Daniel is licensed in 18 states including Rhode Island, Massachusetts, Connecticut, New York, Illinois, Michigan, Minnesota, Missouri, New Hampshire, North Carolina, Pennsylvania, Florida, Kentucky, Kansas, Tennessee, Texas, Wisconsin, and New Mexico.
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.
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.
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RI
09/21/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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