Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Leary is a financial advisor in Austin, TX. Daniel holds Series 7TO, Series 63 and SIE licenses. Daniel is a registered representative of Quasar Distributors, LLC and previously worked at FOX CHASE CAPITAL PARTNERS, LLC. Daniel has been in the industry for 1 year.
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
TX
06/02/2023 - Present
Quasar Distributors, LLC (Austin TX)
TX
08/08/2022 - 06/01/2023
FOX CHASE CAPITAL PARTNERS, LLC (AUSTIN TX)
BC
Issued 11/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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