Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel M. McNicholas is a financial advisor registered with Gladstone Wealth Partners. Daniel has over 11 years of experience in the financial services industry. Daniel is a registered investment advisor with both Series 7 and 66 securities licenses. He holds a Series 66 license from the state of New York. Daniel has specializations in retirement planning consulting services, general consulting services, and referral services. Daniel works with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Daniel is also a registered investment advisor with Gladstone Institutional Advisory, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
1
2
NY
12/16/2022 - Present
Gladstone Wealth Partners (Melville NY)
NY
08/15/2011 - 05/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
BOTH
Issued 11/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel McNicholas is the right advisor for you? Invested Better is here to help.
