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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 McCarthy is a financial advisor with over 20 years of experience. Daniel McCarthy is currently registered with LPL Financial LLC, and has been with the firm since December 2011. Previously, Daniel McCarthy worked at Edward Jones from August 2008 to December 2011. Daniel McCarthy holds a Series 7, Series 63 and Series 66 licenses and is registered in 18 states including New Hampshire, Texas, California, Arizona, Florida, Massachusetts, Connecticut, and more. Daniel McCarthy's services include Financial Planning, Educational Seminars, and Portfolio Management for individuals and businesses.
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.
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2
NH
09/15/2017 - Present
LPL Financial LLC (MANCHESTER NH)
NH
08/15/2008 - 12/05/2011
EDWARD JONES (WINDHAM NH)
MN
11/04/1993 - 10/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/1993 - 10/20/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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