Unclaimed
Daniel Kennelly is a financial advisor currently registered with Foreside Fund Services, LLC. Daniel has been active in the industry since 2011 and holds the Series 63, Series 7 and SIE licenses. Daniel has been registered in 31 states. Daniel was previously registered with Abbey Capital (US) LLC, AIG Capital Services, Inc., Maxim Group LLC, and Newbridge Securities Corporation.
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
NY
01/02/2018 - Present
Foreside Fund Services, LLC (New York NY)
NY
11/02/2017 - 12/31/2017
ABBEY CAPITAL (US) LLC (NEW YORK NY)
NJ
03/23/2015 - 10/30/2017
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
09/26/2011 - 03/20/2015
MAXIM GROUP LLC (NEW YORK NY)
NY
04/14/2011 - 09/26/2011
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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