Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McGervey is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Avantax Investment Services, Inc. Daniel has a strong background in securities, having held previous roles at Harvest Capital LLC, Genenos Wealth Management, Inc., and Financial Network Investment Corporation. Daniel holds the Series 7, Series 63, and SIE licenses. Daniel is licensed in Florida, Ohio, and Pennsylvania.
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.
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2
PA
01/06/2010 - Present
Avantax Investment Services, Inc. (PITTSBURGH PA)
CT
01/03/2005 - 12/31/2009
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CO
04/06/2004 - 12/31/2004
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CA
12/20/2003 - 04/12/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 01/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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