Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Moraes is a registered investment advisor representative with Eagle Strategies LLC, and has been in the industry since July 11, 2011. Daniel is registered with the state of Massachusetts as both a Registered Investment Advisor and a Registered Representative. Daniel holds a Series 6, Series 7, and Series 66 license, as well as the SIE. Daniel is also registered with the state of California, Connecticut, Delaware, Florida, Illinois, New Jersey and Massachusetts. Daniel works with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Daniel has a number of specializations, including financial planning, educational seminars, portfolio management for individuals, selection of other advisors, and publication of periodicals. Daniel is also a licensed insurance broker.
WALTHAM, MA
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
MA
04/01/2013 - Present
Eagle Strategies LLC (WALTHAM MA)
BOTH
Issued 3/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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