Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Conmy is a financial advisor with over 30 years of experience in the industry. Daniel has been with TIAA-CREF Individual & Institutional Services, LLC since 1998 and has a broad range of experience serving individuals and businesses. Daniel holds multiple licenses, including Series 7, Series 24, Series 26, and Series 51. Daniel is currently registered in Delaware, District of Columbia, New Jersey, New York, Pennsylvania, Virginia and West Virginia.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
01/08/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NY
05/06/1998 - 02/28/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NJ
09/11/1991 - 07/17/1997
COPELAND EQUITIES, INC. (SOMERSET NJ)
NY
10/13/1989 - 12/21/1990
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
10/19/1988 - 07/21/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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