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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Orourke is a financial advisor with over 20 years of experience in the industry. Daniel James Orourke currently works for Wells Fargo Clearing Services, LLC and holds the Series 6, 7, 63, 66 and SIE licenses. Daniel James Orourke is registered in Missouri to provide both investment advisory and brokerage services. In the past, Daniel James Orourke has been employed by STIFEL, NICOLAUS & COMPANY, INCORPORATED and PRUCO SECURITIES CORPORATION. Daniel James Orourke has provided financial services to individuals, businesses, insurance companies, charitable organizations, pension and profit sharing plans, high-net-worth individuals and government entities.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/19/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/04/1999 - 12/22/2000
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
01/01/1994 - 08/10/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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