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 Kilroy is a financial professional with over 12 years of experience in the industry. Daniel is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Investment Services LLC. Daniel has held previous positions with First Allied Securities, Inc., Sorrento Pacific Financial, LLC and CUSO Financial Services, L.P. Daniel is a Series 6, Series 27 and Series 99TO licensed professional.
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.
1
2
CA
11/19/2020 - Present
Cetera Advisors LLC (SAN DIEGO CA)
CA
11/19/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/22/2010 - 10/28/2020
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
04/02/2010 - 10/28/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IL
08/10/2004 - 10/15/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 04/01/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kilroy is the right advisor for you? Invested Better is here to help.
