Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McGuire is a Registered Investment Advisor with Retirement Planners Of America, in Plano, Texas. Daniel specializes in financial planning and portfolio management for individuals and families. Daniel has been in the financial services industry since 2014 and holds a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
07/28/2017 - Present
Retirement Planners OF America (PLANO TX)
IA
Issued 09/29/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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