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 Obrien is a financial advisor who has been in the industry since 1993. Currently, Daniel is registered with Belle Haven Investments, LP. Daniel has held previous positions with several firms including BHIL Distributors, Inc., Alternative Strategies Brokerage Services, Inc., Nuveen Investments, LLC, John Hancock Funds, LLC, Leerink, Swann, Garrity, Sollami, Yaffe & Wynn, Inc., Tucker Anthony Incorporated, W. S. Griffith & Co., Inc., Gruntal & Co. Incorporated, and Lehman Brothers Inc. Daniel is licensed to provide investment advice in New York.
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.
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.
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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2
NY
08/12/2015 - Present
Belle Haven Investments, LP (RYE BROOK NY)
ME
05/01/2012 - 02/03/2014
BHIL DISTRIBUTORS, INC. (PORTLAND ME)
NC
06/22/2007 - 04/19/2012
ALTERNATIVE STRATEGIES BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IL
03/12/2002 - 04/11/2007
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
MA
01/05/2000 - 03/08/2002
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/29/1998 - 06/01/1999
LEERINK, SWANN, GARRITY, SOLLAMI, YAFFE & WYNN, INC. (BOSTON MA)
MA
09/08/1995 - 07/10/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
CT
12/08/1993 - 09/22/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
05/14/1992 - 08/10/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
02/08/1991 - 06/09/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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