Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Dooley is a registered representative with Edward Jones. Daniel has been in the financial services industry since August 2006. Daniel has a Series 66, Series 7 and SIE license. Daniel is registered with the states of Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Daniel is also a registered Investment Advisor in Nevada and Texas. Daniel has experience in financial planning, pension consulting, and portfolio management. Daniel specializes in individuals, families, trusts, estates, small businesses and retirement planning. Daniel's firm, Edward Jones, is a privately held financial services firm that provides financial advice and investment products. Edward Jones has a long history of serving individual investors and has a network of over 19,000 financial advisors. Edward Jones is committed to providing clients with personalized service and a long-term perspective on investing.
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.
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.
See schedule d - miscellaneous
1
2
NV
12/27/2018 - Present
Edward Jones (RENO NV)
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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