Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Donnell is a financial professional with over 12 years of experience in the securities industry. Daniel is currently registered with Foreside Fund Services, LLC and has been with the firm since January 2015. Previously, Daniel worked at FS2 CAPITAL PARTNERS, LLC and COVENTRY SECURITIES, LLC. Daniel holds the Series 63, Series 7 and SIE securities licenses. Daniel is registered to offer securities in all 50 states and the District of Columbia.
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.
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.
1
2
PA
01/02/2015 - Present
Foreside Fund Services, LLC (Bryn Mawr PA)
PA
07/30/2013 - 12/17/2014
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
PA
02/23/2010 - 08/06/2013
COVENTRY SECURITIES, LLC (FORT WASHINGTON PA)
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel O'Donnell is the right advisor for you? Invested Better is here to help.
