Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Slattery is a financial professional with over 15 years of experience in the industry. Daniel is currently registered with Bankers Life Securities, Inc. and has previously worked with ProEquities, Inc., UVEST Financial Services Group, Inc. and AFS Brokerage, Inc. Daniel is licensed to provide investment advice in Connecticut. Daniel holds the Series 6, Series 63 and SIE licenses.
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
CT
02/18/2020 - Present
Bankers Life Securities, Inc. (MILFORD CT)
CT
05/26/2016 - 10/31/2017
BANKERS LIFE SECURITIES, INC. (MILFORD CT)
CT
04/06/2012 - 05/26/2016
PROEQUITIES, INC. (MILFORD CT)
CT
09/12/2005 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MILFORD CT)
TX
08/07/2003 - 01/03/2005
AFS BROKERAGE, INC. (AUSTIN TX)
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Slattery is the right advisor for you? Invested Better is here to help.
