Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Loughlin is a financial advisor with over 11 years of experience in the financial services industry. Daniel is currently registered with Stratos Wealth Partners, Ltd. and holds a Series 6, 7, 63, and 65 licenses as well as the SIE exam. Daniel has previously worked with Compass Securities Corporation, Quasar Distributors, LLC, UBS Financial Services Inc., and AXA Advisors, LLC. Daniel provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
NJ
09/05/2018 - Present
Stratos Wealth Partners, Ltd. (Marlton NJ)
MA
09/26/2016 - 08/20/2018
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
ME
08/03/2015 - 09/20/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
12/15/2011 - 05/28/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
04/14/2008 - 03/26/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NJ
12/12/2007 - 01/29/2008
AXA ADVISORS, LLC (MANASQUAN NJ)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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