Unclaimed
Daniel Kenealy is a financial advisor with Mariner Wealth Advisors, located in Oakbrook Terrace, Illinois. Daniel has been in the industry since 2013. Daniel is a Certified Financial Planner and holds the Series 7, Series 66 and SIE licenses. Daniel's previous experience includes working with MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, and MML Investors Services, LLC.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/21/2017 - Present
Mariner Wealth (Oakbrook Terrace IL)
IL
03/25/2017 - 12/22/2017
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
10/01/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
BOTH
Issued 05/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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