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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 Connolly is an Investment Advisor Representative with IEQ Capital, LLC. Daniel has been working in the financial services industry since December 2021. Daniel holds a Series 65 license and is registered in California. Daniel has worked for multiple organizations including Lavelle Capital and John Foley’s Irish House. Daniel specializes in helping high-net-worth individuals and charitable organizations. Daniel and the firm have a strong focus on providing financial planning and portfolio management services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/21/2024 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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