Unclaimed
Daniel McManus is a registered representative with Park Avenue Securities LLC. Daniel has been in the securities industry since 2011. Daniel is licensed to sell securities in Florida, New Jersey and Pennsylvania. Daniel specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Prior to working at Park Avenue Securities LLC, Daniel was employed at Foreside Fund Services, LLC, Constellation Investment Distribution Company Inc. and SEI Investments Distribution Co.
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.
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.
1
2
FL
05/12/2022 - Present
Park Avenue Securities LLC (NAPLES FL)
PA
01/03/2006 - 06/13/2007
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
05/21/2002 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
05/28/1996 - 06/01/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NA
01/01/1994 - 04/19/1994
FOLEY MUFSON HOWE & COMPANY
BC
Issued 04/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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