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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Galvin is an investment advisor representative with Mariner Wealth Advisors, located in New York, NY. Daniel is registered with the state of New Jersey and New York. Daniel's previous experience includes roles with Wiss & Company, LLP, Unity Creative Group, and Mariner Wealth Advisors. Daniel has a Series 65 license. Daniel specializes in financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, publication of periodicals, and educational seminars.
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.
Family office services
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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NY
03/01/2023 - Present
Mariner Wealth (NEW YORK NY)
IA
Issued 02/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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