Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Flood is a registered investment advisor representative with Truist Advisory Services, Inc., based in Nazareth, Pennsylvania. Daniel has been in the financial services industry since 1991 and has a wide range of experience. Daniel is a Series 6, 7, and 63 licensed representative and holds the SIE designation. Daniel also has experience with BB&T Securities, LLC, BB&T Investment Services, Inc., Cetera Investment Services LLC, KNBT Securities, Inc., PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc. and The Prudential Insurance Company of America.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (NAZARETH PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
PA
10/16/2007 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (NAZARETH PA)
PA
08/29/2005 - 10/17/2007
KNBT SECURITIES, INC. (NAZARETH PA)
PA
01/01/2004 - 09/15/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
10/09/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
10/21/1991 - 10/17/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/21/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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