Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Perreault is a registered investment advisor representative with Toomey Investment Management, Inc., in Wallingford, CT. Daniel has been in the industry for 2 years and holds both Series 63 and Series 65 licenses. Daniel is also registered to provide investment advisory services in Connecticut.
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.
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
CT
02/01/2019 - Present
Toomey Investment Management, Inc. (WALLINGFORD CT)
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Perreault is the right advisor for you? Invested Better is here to help.
