Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Morse is a registered investment advisor representative with Independence Square Holdings, LLC. Daniel is also a registered representative of LPL Financial, LLC. Daniel has been in the securities industry since 2007. Daniel has earned his Series 6, 7, 63 and 66 securities licenses. Daniel has extensive experience in providing financial planning and investment advice to individual investors, high net worth individuals, and businesses. Daniel is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
NJ
01/13/2020 - Present
Independence Square Holdings, LLC (Cherry Hill NJ)
NJ
08/22/2008 - 08/24/2010
SECURITIES AMERICA, INC. (MOUNT HOLLY NJ)
PA
07/16/2007 - 08/21/2008
MML INVESTORS SERVICES, INC. (HORSHAM PA)
BOTH
Issued 09/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Morse is the right advisor for you? Invested Better is here to help.
