Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Magill is a registered investment advisor representative for Macquarie Investment Management Business Trust. Daniel has been in the financial industry since 2007. Daniel holds the Series 31, Series 7, and SIE licenses and has previously worked at E*TRADE SECURITIES LLC and MORGAN STANLEY & CO., INCORPORATED. Macquarie Investment Management Business Trust offers a range of financial services including structured product/securitization advice/transition management, selection of other advisors, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
01/10/2008 - 02/25/2016
E*TRADE SECURITIES LLC (KING OF PRUSSIA PA)
PA
05/31/2007 - 12/03/2007
MORGAN STANLEY & CO., INCORPORATED (JENKINTOWN PA)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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