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 Ronan is an investment advisor representative with Catalyst Financial Partners, a firm based in Boston, MA. Daniel has been working in the financial services industry since 2007 and has a wide range of experience in investment advisory services. Daniel Ronan is registered to provide investment advisory services in Massachusetts and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/03/2024 - Present
Catalyst Financial Partners (BOSTON MA)
MA
07/30/2008 - 12/31/2015
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
04/18/2007 - 07/25/2008
LEHMAN BROTHERS INC. (BOSTON MA)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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