Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wellock is a financial professional with over 20 years of experience in the industry. Daniel has worked for several firms including AIG SunAmerica Capital Services, Inc., Royal Alliance Associates, Inc., and SunAmerica Capital Services, Inc. Currently, Daniel is registered with Lincoln Financial Distributors, Inc. and has a Series 6, 7, 26 and 63 license. Daniel works in the Radnor, PA office and is registered to conduct business in Pennsylvania.
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.
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.
1
2
PA
10/16/2003 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NJ
05/21/2002 - 10/06/2003
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
01/11/2002 - 06/03/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
04/17/2000 - 01/23/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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