Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kenton Penrose is an investment advisor representative at Clearbridge Investments, LLC. Daniel has been in the financial services industry since July 2004. Daniel is registered with Financial Industry Regulatory Authority (FINRA) as a General Securities Principal and has passed the Series 63, Series 66, Series 7, and the Securities Industry Essentials (SIE) examinations. Daniel has previously worked with Franklin/Templeton Distributors, Inc., Persimmon Securities, Inc. and SunTrust Securities, Inc. Daniel has a specializations in Investment Company Products, Variable Annuities, Mutual Funds, and Retirement Planning.
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.
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.
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.
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.
1
2
NY
04/16/2015 - Present
Clearbridge Investments, LLC (NEW YORK NY)
GA
01/11/2021 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Johns Creek GA)
PA
03/02/2005 - 10/01/2007
PERSIMMON SECURITIES, INC. (KING OF PRUSSIA PA)
GA
06/25/2003 - 02/27/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BC
Issued 09/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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