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. Toole is an investment advisor representative at F L Putnam Investment Management Co. located in Amherst, NY. Daniel has been working in the financial services industry since 2001. Daniel is registered with the states of New York and Texas. Daniel's previous experience includes working at Arbor Capital Management Corp. and Atlantic Capital. Daniel is a licensed securities agent in the state of New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Assets under advisement
1
2
NY
07/31/2024 - Present
F L Putnam Investment Management Co. (AMHERST NY)
MA
05/03/2004 - 06/29/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/03/2004 - 06/29/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/03/2004 - 06/29/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
05/03/2004 - 06/29/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
01/13/2004 - 02/10/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
07/01/2003 - 12/31/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/26/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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