Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Glen Heacock is a financial professional with over 20 years of experience in the industry. He is currently registered with Avantax Investment Services, Inc. and has previously held positions with Morgan Peabody, Inc., New England Securities and Pruco Securities Corporation. Daniel holds the Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. He is licensed in 9 states including Pennsylvania, Connecticut, Florida, Indiana, Kentucky, Maryland, North Carolina, Ohio and West Virginia.
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.
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2
PA
11/11/2008 - Present
Avantax Investment Services, Inc. (WORMLEYSBURG PA)
PA
02/20/2007 - 10/29/2008
MORGAN PEABODY, INC. (WORMLEYSBURG PA)
NY
08/03/2000 - 10/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
04/06/1999 - 06/14/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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