Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reagan is a financial advisor with Canaccord Genuity LLC in Boston, Massachusetts. Daniel has been in the financial services industry since December 12, 2019. Daniel is registered with FINRA and has passed the Series 7, Series 63, Series 86 and Series 87 exams. He is also registered to sell securities in Massachusetts and New York. Daniel has a history of working with clients in the Boston area, previously working with Cantor Fitzgerald & Co.
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.
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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MA
07/29/2020 - Present
Canaccord Genuity LLC (BOSTON MA)
MA
08/19/2019 - 04/03/2020
CANTOR FITZGERALD & CO. (BOSTON MA)
BC
Issued 11/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/28/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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