Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Walsh is a financial advisor registered with New York Life Investment Management LLC. Daniel has been in the financial services industry since April 2013. Daniel has professional experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Daniel is registered to provide investment advice in Connecticut, New York and holds securities licenses for Series 66, Series 7 and SIE.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NY
10/28/2021 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NJ
04/04/2013 - 09/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 05/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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