Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Moroney is a financial advisor registered with TLG Advisors, Inc. Daniel has been in the financial industry since July 1999 and has a total of 5 approved state registrations. Daniel has completed the Series 6, Series 7, Series 24, Series 26, Series 63, Series 66 and SIE exams. Daniel is also a registered representative for TLG Advisors, Inc. in Alabama. Prior to joining TLG Advisors, Inc., Daniel worked for Nationwide Securities, LLC.
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.
Placement of institutional funds
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.
1
2
CO
09/16/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
OH
05/11/1999 - 01/04/2019
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
GA
04/17/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DULUTH GA)
BOTH
Issued 05/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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