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 Rourke is an investment advisor representative with Truist Advisory Services, Inc.. Daniel is registered with the state of Tennessee. Daniel has been in the securities industry for 16 years. Daniel is registered with the state of Tennessee for both securities and investment advisory services. Prior to Daniel's current role, Daniel was employed at Morgan Keegan & Company, Inc. in Memphis, Tennessee from 2007 to 2008 and NYLIFE Securities Inc. in New York, New York from 2005 to 2005.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
03/17/2020 - Present
Truist Advisory Services, Inc. (KNOXVILLE TN)
TN
04/12/2007 - 12/18/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
03/07/2005 - 08/11/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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