Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leavey is an Investment Advisor Representative with Atfs Advisers. Daniel has been in the industry for over 3 years. Prior to joining Atfs Advisers, Daniel was with Ameriprise Financial Services, LLC and Fidelity Brokerage Services LLC. Daniel is registered with the state of Massachusetts. Daniel's areas of expertise include portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
04/02/2024 - Present
Atfs Advisers (Natick MA)
OH
06/02/2022 - 08/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Cincinnati OH)
KY
07/27/2020 - 09/01/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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