Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Martin Shevlin is a financial advisor with over 30 years of experience in the industry. Daniel currently holds registrations with the state of Pennsylvania as both a Registered Representative (RR) and an Investment Advisor Representative (IAR). Daniel is associated with Wealthcare Advisory Partners LLC and is also registered with LPL Financial LLC. Daniel has worked with individual investors, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Daniel's areas of specialization include financial planning, pension consulting, and portfolio management for businesses and individuals.
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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2
PA
02/03/2017 - Present
Wealthcare Advisory Partners LLC (West Chester PA)
PA
10/21/1992 - 08/28/2006
EQUITY SERVICES, INC. (MEDIA PA)
IA
Issued 10/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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