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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 McHugh is a financial advisor in Naples, Florida. Daniel McHugh has been in the financial industry since September 14, 1990 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Daniel McHugh holds licenses for Series 31, Series 63, and Series 7. Previously, Daniel McHugh was employed by UBS FINANCIAL SERVICES INC., MCDONALD INVESTMENTS INC., KEY CAPITAL MARKETS, INC., KEY INVESTMENTS INC., and SOCIETY INVESTMENTS, INC.. Daniel McHugh is a licensed investment advisor representative in Florida, Ohio and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/05/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOLEDO OH)
OH
05/11/2001 - 03/10/2014
UBS FINANCIAL SERVICES INC. (SYLVANIA OH)
OH
11/09/1998 - 05/16/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
02/29/1996 - 11/09/1998
KEY CAPITAL MARKETS, INC.
OH
02/28/1996 - 11/09/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
OH
03/03/1995 - 02/16/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
09/04/1990 - 03/03/1995
SOCIETY INVESTMENTS, INC.
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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