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 Twomey is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since 1989. Daniel is registered with the following states: Arizona, Connecticut, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel also offers educational seminars 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
01/12/2018 - Present
LPL Financial LLC (BELLE HARBOR NY)
NY
01/04/2005 - 09/27/2011
EDWARD JONES (OCEANSIDE NY)
NY
07/14/1997 - 01/19/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MA
04/23/1996 - 07/09/1997
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
12/13/1993 - 04/02/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
04/22/1991 - 12/21/1993
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
03/15/1990 - 04/15/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/07/1990 - 09/21/1990
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
02/03/1990 - 03/10/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
03/30/1989 - 02/03/1990
BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)
NA
01/16/1989 - 04/05/1989
J. W. GANT & ASSOCIATES, INC.
NA
08/25/1988 - 10/05/1988
EQUITABLE SECURITIES OF NEW YORK,INC.
BOTH
Issued 03/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Twomey is the right advisor for you? Invested Better is here to help.
