Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Francis Jones is a registered representative with Morgan Stanley. Daniel has been in the securities industry for over 10 years. Daniel has licenses in 37 states, including Massachusetts, Connecticut, and Texas. Daniel's licenses include Series 66, Series 7, and Series 79. Daniel also holds a Series SIE. Daniel is a former employee of MIRUS SECURITIES, INC. based in Burlington, MA. Daniel currently works out of the Boston branch office of Morgan Stanley. Daniel's firm provides various investment advisory services including financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and more.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/15/2020 - Present
Morgan Stanley (Boston MA)
MA
11/25/2015 - 07/08/2016
MIRUS SECURITIES, INC. (BURLINGTON MA)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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