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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 Delany is a financial advisor at CIBC Private Wealth Advisors, Inc. located in Chicago, IL. Daniel has been in the industry since 1998 and has worked for a number of firms including William Blair & Company, L.L.C., UBS Warburg LLC and Kemper Financial Services, Inc. Daniel is registered with the state of Illinois and holds a Series 7, Series 6 and Series 63 license. Daniel is also a Chartered Financial Analyst.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
11/08/2017 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
12/03/2013 - 10/31/2017
GNV ADVISORS, LLC (Chicago IL)
IL
09/15/2006 - 02/02/2012
PIONEER FUNDS DISTRIBUTOR, INC. (CHICAGO IL)
IL
01/16/2001 - 04/05/2006
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
05/17/1999 - 07/20/2000
UBS WARBURG LLC (NEW YORK NY)
IL
02/01/1995 - 06/13/1997
ZURICH KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
03/16/1994 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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