Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carney is a financial advisor at Janney Montgomery Scott LLC. He has been in the securities industry since 1977. Daniel is registered with FINRA and is licensed in 26 states. He provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and retirement plans.
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.
Fee plus commission
1
2
RI
04/02/2024 - Present
Janney Montgomery Scott LLC (South Kingstown RI)
RI
03/03/2006 - 10/16/2014
J.P. MORGAN SECURITIES LLC (PROVIDENCE RI)
VA
02/21/2006 - 03/28/2006
CITIGROUP GLOBAL MARKETS INC. (RADFORD VA)
VA
07/03/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (RADFORD VA)
NY
01/04/1988 - 07/24/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/01/1977 - 02/08/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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