Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jeremiah Sheehan is a financial professional with over 25 years of experience in the securities industry. Daniel has a Series 7, Series 27, Series 63, and Series 99TO licenses. Daniel currently works at Westminster Research Associates LLC, a firm headquartered in New York, NY. Daniel's previous employment included BNY CONVERGEX EXECUTION SOLUTIONS 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.
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.
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NY
01/01/1998 - Present
Westminster Research Associates LLC (NEW YORK NY)
NY
04/02/2007 - 02/08/2011
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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