Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McElwee is an investment advisor representative associated with Ventura Wealth Management. Daniel holds Series 3, 7, and 66 securities licenses and is a Certified Financial Planner. Daniel is a registered investment advisor in Florida, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, and Rhode Island. Daniel has over 15 years of experience in the financial services industry.
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.
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
PA
04/01/2010 - Present
Ventura Wealth Management (YARDLEY PA)
NJ
05/06/2008 - 03/29/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TRENTON NJ)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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