Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul McDonnell is an active investment advisor representative, registered in Florida and New Jersey, currently associated with LPL Financial LLC. Daniel has been working in the financial industry since February 14, 1993, and holds various securities licenses, including Series 6, 7, 31 and SIE. Daniel previously held a position at Essex National Securities, Inc. and Citigroup Global Markets Inc. Daniel is licensed to provide investment advice in several states, including California, Maryland, New Hampshire, New Jersey, New York and Tennessee. Daniel offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, 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
FL
10/24/2003 - Present
LPL Financial LLC (PONCE INLET FL)
NY
12/18/1995 - 11/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
02/02/1993 - 12/04/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 01/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel McDonnell is the right advisor for you? Invested Better is here to help.
