Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Malloy is a registered representative and investment advisor representative. He is a licensed representative with Private Advisor Group, LLC, based in Morristown, NJ. Daniel has been in the financial services industry since August 8, 2021. He holds the Series 63, 65, 7TO and SIE licenses and provides investment advisory services. He specializes in working with individuals and families, as well as with retirement plans and charitable organizations. Daniel's experience and expertise make him a valuable asset to the Private Advisor Group team.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
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.
Solicitor/referral fees
1
2
VA
10/21/2021 - Present
Private Advisor Group, LLC (Reston VA)
IA
Issued 10/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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