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 Moran is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered as a registered representative with Flagship Harbor Advisors, LLC. He is also a registered investment advisor with the same firm. Daniel has been active in the industry since 2002, when he began his career with First Investors Corporation. Prior to joining Flagship Harbor Advisors, LLC, Daniel worked for UBS Financial Services Inc. Daniel holds the Series 6, 7, and 66 licenses, as well as the SIE. He is also a Certified Financial Planner. Daniel is passionate about providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
MA
09/09/2019 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
10/16/2007 - 11/25/2013
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
11/07/2002 - 08/27/2007
FIRST INVESTORS CORPORATION (WALTHAM MA)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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