Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McNeil is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Fifth Third Securities, Inc. in Tampa, FL. Daniel has experience working with a wide range of clients, including individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Daniel specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/10/2015 - Present
Fifth Third Securities, Inc. (TAMPA FL)
PA
03/09/2015 - 08/31/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
FL
07/02/2012 - 03/20/2015
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
CT
11/30/2010 - 06/18/2012
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
FL
07/13/2010 - 11/16/2010
PROEQUITIES, INC. (WESLEY CHAPEL FL)
FL
04/14/2005 - 06/07/2010
ALLSTATE FINANCIAL SERVICES, LLC (TAMPA FL)
AL
03/20/1999 - 04/25/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 10/5/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/4/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 2/2/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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