Unclaimed
Daniel Joseph Honan is a financial advisor with Janney Montgomery Scott LLC. Daniel has been in the financial services industry since 1986, and has been with Janney Montgomery Scott LLC since 2015. Daniel has a diverse range of experience in financial planning and investment management. Daniel is registered to provide investment advice in Maine, Florida, Hawaii, North Carolina and Texas.
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
ME
02/16/2023 - Present
Janney Montgomery Scott LLC (Portland ME)
ME
03/15/2010 - 12/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
ME
06/01/2009 - 04/08/2010
MORGAN STANLEY SMITH BARNEY (PORTLAND ME)
ME
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
NY
11/21/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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