Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John O'Mara has been a Registered Representative since 1999 and has been with Stifel, Nicolaus & Company, Inc. since 2009. Daniel John O'Mara is also an Investment Advisor Representative and has been active in the industry since September 1999. Daniel John O'Mara's experience includes time at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Daniel John O'Mara has experience with securities, futures, and managed funds.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/30/2009 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
06/01/2009 - 07/01/2009
MORGAN STANLEY SMITH BARNEY (BERWYN PA)
PA
09/13/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
IA
Issued 09/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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