Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Kelly is a registered representative with Cambridge Investment Research Advisors, Inc. Daniel has been working in the financial services industry since November 1995. Daniel holds licenses and certifications in Connecticut and Texas. Daniel is affiliated with the Cambridge Investment Research Advisors, Inc. branch office in East Windsor, CT.
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.
Solicitation fees from 3rd party money managers
1
2
CT
06/22/2020 - Present
Cambridge Investment Research Advisors, Inc. (EAST WINDSOR CT)
CT
04/20/2000 - 05/07/2012
TOWER SQUARE SECURITIES, INC. (EAST WINDSOR CT)
CA
10/22/2009 - 02/16/2010
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/02/1990 - 08/04/1994
TRAVELERS EQUITIES SALES, INC.
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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