Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCabe is a financial advisor who has been in the industry since 1988. He is currently registered with Highpoint Planning Partners and has a range of experience working for several firms including Raymond James & Associates, Inc. and Chase Investment Services Corp. Daniel holds a range of licenses and certifications, including the Series 7, Series 3, Series 10, and Series 66 exams. Daniel provides financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations.
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.
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2
IL
11/16/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
03/30/2006 - 05/22/2013
RAYMOND JAMES & ASSOCIATES, INC. (ORLAND PARK IL)
IL
07/06/2005 - 03/31/2006
CHASE INVESTMENT SERVICES CORP. (ORLAND PARK IL)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
06/02/1995 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
TN
07/19/1994 - 05/15/1995
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IL
11/12/1991 - 02/14/1994
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
03/30/1988 - 11/05/1991
RJO SECURITIES, INC. (CHICAGO IL)
TN
04/03/1991 - 10/22/1991
HEIDTKE & COMPANY, INC. (NASHVILLE TN)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/24/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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