Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCarthy is a financial advisor with Apollon Wealth Management, LLC. Daniel has over 20 years of experience in the financial services industry. Daniel is licensed to provide investment advice in Massachusetts, New Hampshire, and Texas. He also holds a Series 7, 24, 63, and 65 license. Daniel specializes in working with individuals, high net worth individuals, families, corporations, and pension and profit-sharing plans. Prior to joining Apollon Wealth Management, LLC, Daniel worked at Osaic Wealth, Inc. and National Planning Corporation. Daniel is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
1
2
MA
02/23/2024 - Present
Apollon Wealth Management, LLC (Braintree MA)
MA
05/29/2015 - 03/06/2024
OSAIC WEALTH, INC. (BRAINTREE MA)
MA
02/01/2010 - 06/03/2015
NATIONAL PLANNING CORPORATION (QUINCY MA)
MA
07/09/2004 - 02/02/2010
SECURITIES AMERICA, INC. (QUINCY MA)
IL
06/26/2002 - 07/16/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
NY
01/20/1999 - 06/26/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
01/06/1997 - 01/20/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
10/11/1995 - 01/16/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/23/1992 - 10/25/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/1992 - 10/25/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/16/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel McCarthy is the right advisor for you? Invested Better is here to help.
