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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 McDermott is a financial advisor with Mercer Global Advisors Inc. Daniel McDermott has been working in the financial services industry since 1987. Daniel McDermott holds the Series 6, 7, 24, 63 and 65 licenses. Daniel McDermott is a Certified Financial Planner and a Chartered Financial Consultant. Daniel McDermott has experience working with individuals, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and other investment advisors.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
01/04/2019 - Present
Mercer Global Advisors Inc. (DENVER CO)
DE
03/31/2005 - 11/21/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
CA
08/01/2003 - 04/05/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/10/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
DE
07/21/1987 - 05/10/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 04/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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