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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 Geraghty is a financial advisor with Haverford Financial Services, Inc. located in Radnor, PA. Daniel is a registered Investment Advisor Representative in the state of Pennsylvania. Daniel specializes in individual, business, and investment company portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Hfs may provide model portfolios to third parties
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.
A percentage of the total value of assets under management is charged.
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PA
03/01/2022 - Present
Haverford Financial Services, Inc. (RADNOR PA)
PA
04/23/2010 - 08/08/2011
COVENTRY SECURITIES, LLC (FORT WASHINGTON PA)
IA
Issued 11/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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