Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carney is a financial advisor with Brookwood Securities Partners, LLC. Daniel has been in the financial services industry for over 17 years. Daniel is a registered representative in 36 states. Daniel holds the Series 7, Series 7TO, Series 63 and SIE securities licenses. Daniel's previous employment includes roles at Quest Capital Strategies, Inc. and Sun Life Financial Distributors, 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.
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
MA
08/11/2022 - Present
Brookwood Securities Partners, LLC (BEVERLY MA)
CA
03/17/2009 - 10/19/2009
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
02/24/2006 - 04/04/2007
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
06/13/2005 - 01/20/2006
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CA
04/13/2005 - 06/13/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 08/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Carney is the right advisor for you? Invested Better is here to help.
