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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 Walsh is a financial advisor with Commonwealth Financial Network. Daniel has been in the financial industry since 1983. Daniel holds Series 5, Series 7, and Series 63 licenses. Daniel is also a Certified Financial Planner. Daniel specializes in Retirement Planning, Financial Planning, Estate Planning, College Savings, Insurance, and Mutual Funds. Commonwealth Financial Network is a Registered Investment Adviser, and is headquartered in Waltham, MA. Commonwealth Financial Network has a total of 3,300 investment advisor representatives, of whom 150 are advisor representatives for other investment advisors. Commonwealth Financial Network primarily serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
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.
1
2
MA
03/29/2001 - Present
Commonwealth Financial Network (Marlborough MA)
AZ
06/18/1989 - 01/06/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
02/26/1986 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/25/1983 - 04/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1983
Series 5 - Interest Rate Options Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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