Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Norman Dowd is a financial advisor with over 25 years of experience in the industry. He is currently registered with Grove Point Advisors, LLC. Previously, Daniel has worked with a variety of firms including Securities America, Inc., Investacorp, Inc., and Kovack Securities Inc. Daniel holds the Series 7, 24, 31, 52, 53, and 63 licenses. In addition to offering financial planning, investment advice, and portfolio management, Daniel is also a licensed insurance agent for Dowd Financial Group, Inc.
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.
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.
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2
FL
10/04/2024 - Present
Grove Point Advisors, LLC (Wildwood FL)
FL
07/17/2020 - 02/23/2023
SECURITIES AMERICA, INC. (LIGHTHOUSE POINT FL)
FL
05/23/2019 - 07/17/2020
INVESTACORP, INC. (LIGHTHOUSE POINT FL)
FL
07/18/2006 - 05/20/2019
KOVACK SECURITIES INC. (Lighthouse Point FL)
FL
08/12/2004 - 07/17/2006
AMERIFINANCIAL (BOCA RATON FL)
FL
06/13/2002 - 06/15/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
04/12/2000 - 06/12/2002
EDWARD JONES (ST. LOUIS MO)
NY
02/26/1998 - 01/27/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
12/20/1995 - 02/15/1998
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
IA
Issued 12/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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