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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 O'Neill is a financial advisor who has been working in the industry since 1997. Daniel is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Daniel has previously worked with Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, TFS Securities, Inc., and Securities America, Inc. Daniel holds the Series 7, Series 31, Series 63, Series 65 and SIE licenses. Daniel specializes in providing financial advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
01/09/2019 - Present
Morgan Stanley (Morristown NJ)
NJ
03/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
11/08/2002 - 03/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
03/31/1999 - 12/17/2001
TFS SECURITIES, INC. (LINCROFT NJ)
NE
08/07/1996 - 01/15/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 11/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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