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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 Maroney is a financial advisor with over 19 years of experience in the financial services industry. Daniel is currently registered with Concurrent Investment Advisors, LLC and is licensed to provide advisory services in Florida and Texas. Daniel has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, and individuals other than high-net-worth. Concurrent Investment Advisors, LLC specializes in financial planning, pension consulting, and portfolio management for individuals. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
06/21/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
11/01/2019 - 05/22/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/14/2010 - 11/06/2019
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
FL
10/28/2005 - 05/21/2010
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
MD
08/19/2004 - 11/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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