Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Quinlan is a financial advisor with over 24 years of experience in the financial services industry. Daniel is currently registered with Fidelity Personal And Workplace Advisors. Daniel provides portfolio management for individuals and businesses, and also offers financial planning services and educational seminars. Daniel has a broad range of experience in the financial services industry. Daniel's previous firms include Empower Financial Services, Inc., TD Ameritrade, Inc., Scottrade, Inc., Allstate Financial Services, LLC, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, Hartford Equity Sales Company Inc., Charles Schwab & Co., Inc., Quest Capital Strategies, Inc., Profunds Distributors, Inc., Bisys Fund Services Limited Partnership, Banc of America Investment Services, Inc., UVEST Investment Services, and Scudder Investor Services, Inc.
GAITHERSBURG, MD
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.
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.
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
MD
02/06/2023 - Present
Fidelity Personal AND Workplace Advisors (GAITHERSBURG MD)
CO
07/19/2021 - 08/24/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CT
02/26/2018 - 07/07/2021
TD AMERITRADE, INC. (WEST HARTFORD CT)
CT
03/05/2014 - 02/26/2018
SCOTTRADE, INC. (WEST HARTFORD CT)
CT
09/06/2013 - 02/11/2014
ALLSTATE FINANCIAL SERVICES, LLC (BETHANY CT)
CT
05/19/2009 - 01/31/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GLASTONBURY CT)
CT
05/19/2009 - 01/31/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (GLASTONBURY CT)
CT
03/31/2006 - 01/21/2009
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
TX
07/29/2005 - 03/10/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
08/31/2004 - 07/20/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MD
04/09/2002 - 08/02/2002
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
ME
06/08/2001 - 04/09/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MA
03/09/1999 - 10/21/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
03/16/1998 - 02/17/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
CA
07/09/1997 - 10/16/1997
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
10/21/1987 - 07/15/1991
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 4/3/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/1/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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