Unclaimed
Daniel Mulkern is a registered investment advisor representative with Hightower Advisors, LLC. Daniel has been in the industry since 1997, and holds Series 7 and Series 66 licenses. Prior to joining Hightower Advisors, Daniel worked at Goldman, Sachs & Co. and Vigilant Capital Management, LLC. Daniel holds a membership unit in Market View, LLC, a real estate holding entity. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors and treasury management for corporate clients.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NH
06/30/2023 - Present
Hightower Advisors, LLC (Portsmouth NH)
NY
10/03/1997 - 02/25/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 04/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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