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 Keefe is a financial advisor at Vanguard Advisers, Inc. with over 10 years of experience in the industry. Daniel is registered with the state of New Hampshire as both a Registered Investment Advisor (IA) and a Registered Representative (RR). Daniel is also registered as an IA in North Carolina and Texas. He is a Certified Financial Planner and specializes in retirement planning, college savings, investment management, and estate planning. Daniel is committed to providing personalized financial advice to individuals, families, and small businesses. His prior experience includes roles at LPL FINANCIAL LLC, Columbia Management Investment Distributors, Inc., and Fidelity Brokerage Services LLC.
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.
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.
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2
NC
06/12/2020 - Present
Vanguard Advisers, Inc. (Charlotte NC)
SC
11/16/2018 - 05/07/2020
LPL FINANCIAL LLC (FORT MILL SC)
MA
07/24/2013 - 10/16/2018
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NH
09/03/2012 - 07/02/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 09/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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