Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joyce is a registered Investment Advisor Representative with IRA Group, Inc.. Daniel is based in Atlanta, Georgia, and has been in the financial services industry for over 20 years. Daniel holds Series 6, 7, 63, and 65 licenses as well as the SIE. Prior to joining IRA Group, Inc. Daniel was registered with LPL Financial LLC and PFPC Distributors, Inc. among others. Daniel specializes in working with high net worth individuals, pension and profit sharing plans, and charitable organizations.
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.
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.
Project flat fees
1
2
GA
07/22/2020 - Present
IRA Group, Inc. (ATLANTA GA)
GA
03/06/2001 - 10/03/2016
LPL FINANCIAL LLC (ATLANTA GA)
ME
06/02/1997 - 01/30/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
12/13/1994 - 06/04/1997
FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)
NA
07/27/1984 - 07/02/1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
07/17/1969 - 04/09/1984
CIGNA SECURITIES, INC.
IA
Issued 06/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
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