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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 Gannon is an experienced financial advisor with over 26 years in the industry. Daniel is a Certified Financial Planner™ professional, licensed in 22 states. Daniel is currently registered with Commonwealth Financial Network and has previously been registered with Morgan Stanley, Morgan Stanley Smith Barney, and Olde Discount Corporation. Daniel has been with Commonwealth Financial Network since January of 2010 and has been a member of the Union Street Financial, LLC team since 2010. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/23/2010 - Present
Commonwealth Financial Network (KENNETT SQUARE PA)
PA
06/01/2009 - 01/19/2010
MORGAN STANLEY SMITH BARNEY (WEST CHESTER PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CHESTER PA)
PA
04/01/1997 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
MI
08/29/1996 - 03/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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