Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mahoney is a financial advisor with National Financial Services LLC. Daniel has been in the industry since February 2008 and is registered with FINRA. Daniel has passed the Series 7, Series 66, and SIE exams. Daniel has previously worked for TD Ameritrade, Inc., and Ameritrade, Inc. The main office for this advisor is in WESTLAKE, TX.
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.
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.
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2
TX
12/22/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
09/27/2006 - 01/06/2021
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/21/2006 - 01/03/2008
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
01/16/2006 - 07/27/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 02/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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