Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eugene McManus is a financial advisor at West Financial Services, Inc., based in McLean, Virginia. Daniel has been in the financial industry since 1984 and holds a Series 3, 7 and 63 license. Daniel is also a Chartered Financial Analyst (CFA). He is licensed to offer investment advisory services in Virginia. Daniel's firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses.
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.
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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VA
03/23/2023 - Present
West Financial Services, Inc. (MCLEAN VA)
NA
02/24/1984 - 02/20/1985
E. F. HUTTON & COMPANY INC
BC
Issued 02/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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