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 Murphy is a financial advisor with Summit Financial, LLC. Daniel is a Certified Financial Planner with over 30 years of experience in the financial services industry. Daniel has held licenses and registrations in multiple states, including Florida, Michigan, and New Jersey. Daniel has worked for various firms throughout his career, including UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Prudential-Bache Securities Inc. Daniel provides investment advisory services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Daniel also has experience in financial planning, portfolio management, 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.
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
04/28/2023 - Present
Summit Financial, LLC (LAKEWOOD RANCH FL)
MI
07/25/2011 - 05/08/2023
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
MI
04/22/1988 - 08/04/2011
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
NA
11/30/1983 - 05/26/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/30/1982 - 11/25/1983
DEAN WITTER REYNOLDS INC.
IA
Issued 12/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1982
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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