Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mulligan is a financial advisor with over 30 years of experience in the industry. Daniel is registered with Truist Securities, Inc. in Charlotte, North Carolina. Daniel holds a Series 7, Series 52TO, and Series 63 licenses. He previously worked at CITIGROUP GLOBAL MARKETS INC. and CANTOR FITZGERALD SECURITIES CORP.
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
NC
05/30/2023 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
01/23/1990 - 05/18/2023
CITIGROUP GLOBAL MARKETS INC. (Charlotte NC)
NY
02/01/1989 - 03/16/1989
CANTOR FITZGERALD SECURITIES CORP. (NEW YORK NY)
BC
Issued 02/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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