Unclaimed
Daniel McCrossan is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with MFS Fund Distributors, Inc. and has been with the firm since April 2012. Daniel has held a Series 6, Series 63, and SIE license since 2011 and 2018, respectively. Daniel is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Daniel was previously employed at Sun Life Financial Distributors, Inc. from July 2011 to December 2011.
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.
1
2
MA
04/27/2012 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
07/11/2011 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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