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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lord is an Investment Advisor Representative who is registered with TD Private Client Wealth LLC in Manchester, New Hampshire. Daniel has been working in the financial services industry since 2007. Daniel is licensed in Colorado, Connecticut, Maine, Massachusetts, and New Hampshire. In addition to the Series 63, 65, and 66 licenses, Daniel has passed the Series 7 and the Securities Industry Essentials Examination. Daniel's firm, TD Private Client Wealth LLC, is a registered investment advisor with the SEC. The firm has offices in New York and Manchester, NH. TD Private Client Wealth LLC manages over $6 billion in assets and has a diverse clientele, including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
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NH
02/08/2022 - Present
TD Private Client Wealth LLC (Manchester NH)
NH
05/26/2008 - 08/08/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 02/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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