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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kilmurray is a financial advisor with UBS Financial Services Inc., working from the New York branch office. Daniel has been in the financial services industry since 1982 and has a breadth of experience. Daniel is a Registered Representative and Investment Advisor Representative. Daniel is registered in 53 states, 4 of those specifically for Investment Advisor representation. Daniel currently has 10 approved SRO registrations, 1 FINRA registration, and 53 state registrations. Daniel has passed the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Combined State Law Examination (Series 66). Daniel has been employed with UBS Financial Services Inc since 2013, and has previous experience with KIDDER, PEABODY & CO. INCORPORATED, LAIDLAW ADAMS & PECK INC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
See schedule d - miscellaneous
1
2
NY
07/05/2007 - Present
UBS Financial Services Inc. (New York NY)
NY
08/08/1984 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/08/1983 - 08/13/1984
LAIDLAW ADAMS & PECK INC
NA
05/24/1982 - 06/16/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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