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 O'Brien is a financial advisor based in Braintree, MA. Daniel holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Daniel has been working in the financial services industry since 1998 and has experience with MML Investors Services, LLC, LPL FINANCIAL LLC and 1ST GLOBAL CAPITAL CORP.. Daniel is registered with MML Investors Services, LLC and is currently registered in 7 states, including Alabama, Connecticut, Florida, Massachusetts, New Hampshire, New York, and Rhode Island. Daniel specializes in several areas, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
02/22/2023 - Present
MML Investors Services, LLC (Braintree MA)
MA
05/10/2001 - 02/28/2023
LPL FINANCIAL LLC (BRAINTREE MA)
TX
04/21/1998 - 05/31/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 04/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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