Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McIntyre is a financial professional with over 30 years of experience in the industry. Daniel has been with Concourse Financial Group Securities, Inc. since May 2017. Daniel has held previous roles at CU Investment Solutions LLC, Balance Sheet Solutions LLC, Wachovia Securities, Inc., InterFirst Capital Corporation, Principal Financial Securities, INC., and Howard, Weil, Labouisse, Friedrichs Incorporated. Daniel is a registered representative in several states and holds multiple industry licenses. Daniel’s specializations include securities, investment advisory, and financial planning. Daniel provides investment advisory and financial planning services to a variety of clients including individuals, businesses, investment companies, pension and profit sharing plans, and charitable organizations.
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
WI
05/26/2017 - Present
Concourse Financial Group Securities, Inc. (Muskego WI)
CA
12/14/2012 - 02/06/2017
CU INVESTMENT SOLUTIONS LLC (COVINA CA)
IL
07/18/2003 - 12/14/2012
BALANCE SHEET SOLUTIONS LLC (WARRENVILLE IL)
MO
04/12/1999 - 02/12/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
CA
06/05/1997 - 09/18/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
TX
12/23/1987 - 06/10/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
09/24/1987 - 11/25/1987
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INCORPORATED
IA
Issued 01/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel McIntyre is the right advisor for you? Invested Better is here to help.
