Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dwyer is a financial advisor with Edward Jones. Daniel has been in the industry since 1985. Prior to joining Edward Jones, Daniel worked at J.P. MORGAN SECURITIES LLC and FIRST REPUBLIC SECURITIES COMPANY, LLC. Daniel is licensed in 15 states and holds Series 3, 7 and 63 licenses. Daniel specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
05/13/2024 - Present
Edward Jones (NAPA CA)
CA
09/29/2023 - 05/11/2024
J.P. MORGAN SECURITIES LLC (Napa CA)
CA
11/02/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Napa CA)
CA
09/18/2009 - 11/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
CA
05/13/2005 - 10/06/2009
WELLS FARGO ADVISORS, LLC (NAPA CA)
NY
01/08/1998 - 05/16/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/12/1993 - 01/15/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/21/1985 - 03/19/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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