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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 McKenna is a financial advisor with UBS Financial Services Inc. Daniel has been in the industry since 1987. Daniel is registered in 39 states and is a Series 31, SIE and Series 7 licensed professional. Daniel specializes in portfolio management for individuals and businesses. Daniel is also a registered Investment Advisor in Florida, Ohio and Texas. Prior to joining UBS Financial Services Inc., Daniel worked at McDonald Investments Inc. and Key Investments Inc.
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
OH
02/28/2007 - Present
UBS Financial Services Inc. (CLEVELAND OH)
OH
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (ROCKY RIVER OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
01/25/1993 - 03/03/1995
SOCIETY INVESTMENTS, INC.
RI
02/16/1988 - 01/19/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
07/23/1986 - 01/20/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 05/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
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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