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 Hart is a financial professional with over six years of experience in the financial services industry. Daniel is currently registered with Clarendon Insurance Agency, Inc., a firm specializing in providing comprehensive financial solutions. His experience encompasses various aspects of financial planning, including investment management, insurance, and retirement planning. Daniel holds a Series 7, Series 6, Series 24, and Series 63 licenses, as well as the SIE exam, demonstrating his commitment to ongoing professional development.
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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2
MA
05/29/2024 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
VT
06/18/2021 - 05/24/2024
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
12/04/2019 - 05/26/2021
CABOT LODGE SECURITIES LLC (Albany NY)
NY
07/03/2018 - 05/26/2021
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
06/19/2017 - 02/02/2018
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 12/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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