Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McGeehan is an Investment Advisor Representative associated with Knights of Columbus Asset Advisors LLC. Daniel holds the Series 65 license which allows Daniel to provide investment advice to clients in New Jersey and Pennsylvania. Daniel has been working in the financial services industry since 2017. Daniel also holds a position as a Field Agent for Knights of Columbus Insurance, working in New Haven, Connecticut. Daniel's work experience includes working with customers in various industries including retail, food services, and recreation.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NJ
09/08/2021 - Present
Knights OF Columbus Asset Advisors LLC (Toms River NJ)
IA
Issued 06/04/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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