Unclaimed
Daniel Joseph Hogan is a financial advisor with The Huntington Investment Co. in Elyria, OH. He has been working in the financial industry since 1985. Daniel has a strong track record of experience and holds Series 7, 24, 55, 57, 63, and 66 licenses. He is registered to provide investment advisory services in Arizona and Ohio. His experience spans multiple firms including KeyBanc Capital Markets, First Albany Corporation, and Dean Witter Reynolds. Daniel works with a variety of client types including individuals, high-net-worth individuals, corporations, and charitable organizations. He is also a specialist in portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/09/2018 - Present
THE Huntington Investment Co. (ELYRIA OH)
OH
03/01/1999 - 07/07/2017
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
NY
05/01/1992 - 03/17/1999
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
05/21/1985 - 05/01/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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