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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 Joseph Lynch is a financial advisor with over 25 years of experience in the financial services industry. Daniel is currently registered with Morgan Stanley in Longview, Texas. Prior to joining Morgan Stanley, Daniel was registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in Tyler, Texas. Daniel also has prior experience with Pruco Securities Corporation in Newark, New Jersey. Daniel holds a number of securities licenses and registrations, including the Series 6, 7, 9, 10, 31, 63, and 65 exams. Daniel is a registered investment advisor in Texas and Oklahoma. Daniel is dedicated to providing personalized financial advice to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Longview TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TYLER TX)
TX
12/20/1994 - 04/02/2007
MORGAN STANLEY DW INC. (TYLER TX)
NJ
08/18/1994 - 11/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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