Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R Frey is a financial advisor with Key Investment Services LLC. Daniel has been in the financial industry for over 10 years. Prior to joining Key Investment Services, Daniel worked at LPL FINANCIAL LLC and AXA ADVISORS, LLC. Daniel has a Series 7 and Series 66 license and is registered to offer investment advice in Connecticut. Daniel's office is located in Brooklyn, Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
01/03/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
CT
09/23/2015 - 09/21/2016
LPL FINANCIAL LLC (BRANFORD CT)
CT
01/08/2014 - 08/10/2015
AXA ADVISORS, LLC (MILFORD CT)
CT
02/22/2013 - 09/03/2013
EDWARD JONES (NIANTIC CT)
BOTH
Issued 04/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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