Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Girard is a financial advisor with Cambridge Investment Research Advisors, Inc.. Daniel has been in the financial services industry since November 14, 2000. Daniel is registered with the state of Massachusetts as an Investment Advisor Representative. Daniel is also registered as a registered representative in the state of Texas. Daniel is currently employed by Cambridge Investment Research Advisors, Inc. at their location in Millbury, Massachusetts.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
03/22/2021 - Present
Cambridge Investment Research Advisors, Inc. (MILLBURY MA)
MA
04/12/2005 - 12/31/2012
NFP SECURITIES, INC. (MILLBURY MA)
NE
11/13/2000 - 04/20/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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