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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 Howard Duffy is a financial professional with over 25 years of experience in the industry. Daniel Duffy is a registered representative and investment advisor representative with Cuso Financial Services, LP. Daniel Duffy's current registrations include Arizona. Daniel Duffy has previous registrations in Nevada and New York. Daniel Duffy has passed the Series 6, Series 26, Series 63, and Series 65 exams. Daniel Duffy has a long history with CUSO FINANCIAL SERVICES, L.P., having worked with them from 2004 to 2015 and again since 2016.
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.
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.
1
2
NV
03/11/2021 - Present
Cuso Financial Services, LP (LAS VEGAS NV)
NV
05/20/2004 - 02/27/2015
CUSO FINANCIAL SERVICES, L.P. (LAS VEGAS NV)
NY
04/02/2003 - 05/25/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
04/15/1994 - 11/14/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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