Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kelleher is a financial professional with over 16 years of experience in the industry. Daniel has a strong background in securities and investment management, having held positions at various financial institutions. Currently, Daniel is a registered representative with Wells Fargo Clearing Services, LLC. Prior to that, Daniel has worked at Santander Securities LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Securian Financial Services, Inc. Daniel has a broad range of experience and holds several licenses and certifications, including the Series 4, Series 7, Series 24, Series 53, and Series 66.
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.
Investment consulting services to institutional 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.
1
2
NJ
03/01/2018 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
10/02/2013 - 07/19/2016
SANTANDER SECURITIES LLC (CLARK NJ)
NJ
10/01/2012 - 07/24/2013
J.P. MORGAN SECURITIES LLC (PARK RIDGE NJ)
NJ
06/01/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HAWTHORNE NJ)
NJ
01/18/2007 - 05/21/2009
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/16/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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