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Daniel R Callahan

Pruco Securities, LLC

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About Daniel R Callahan

Daniel Callahan is a financial advisor with Pruco Securities, LLC. Daniel has been in the financial services industry since 2014. Daniel specializes in working with individuals, corporations, and trusts. Daniel is registered in Pennsylvania, Florida, and Delaware.

Firm Information

Daniel Callahan is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Daniel Callahan’s Registration & Firm History

PA

06/13/2024 - Present

Pruco Securities, LLC (Exton PA)

PA

03/28/2019 - 07/31/2020

CUSO FINANCIAL SERVICES, L.P. (PAOLI PA)

PA

01/04/2016 - 03/01/2018

CITIZENS SECURITIES, INC. (NEWTOWN SQ PA)

PA

09/16/2014 - 01/11/2016

PRINCOR FINANCIAL SERVICES CORPORATION (Wayne PA)

WI

05/15/2013 - 01/15/2014

INVEST FINANCIAL CORPORATION (APPLETON WI)

PA

10/20/2010 - 08/11/2011

INVEST FINANCIAL CORPORATION (PHILADELPHIA PA)

DE

10/01/2007 - 12/31/2008

PRINCOR FINANCIAL SERVICES CORPORATION (WILMINGTON DE)

PA

08/27/2004 - 09/28/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 05/20/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel R Callahan.
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