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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 Michael Hankinson is an Investment Adviser Representative associated with Eagle Strategies LLC. Daniel is a registered representative in Connecticut, Florida, Georgia, New Jersey, New York, North Carolina and Rhode Island. Daniel has been in the securities industry for over 15 years. Daniel also holds a Series 7, Series 63, Series 65, and Series 6TO. Daniel is a licensed Insurance Broker. Daniel specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
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.
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.
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NJ
11/22/2023 - Present
Eagle Strategies LLC (SADDLE BROOK NJ)
NY
02/18/2008 - 06/11/2008
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/1/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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