Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Kerrigan has been in the financial services industry since 2001. Daniel is currently registered with LPL Financial LLC in Valdosta, Georgia. Daniel has been a financial advisor with several firms over the years including CETERA INVESTMENT SERVICES LLC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and EDWARD JONES. Daniel holds the Series 7 and Series 63 licenses as well as the Series 65 license. Daniel is also a Certified Financial Planner. Daniel works with high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and other investment advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/07/2023 - Present
LPL Financial LLC (VALDOSTA GA)
GA
07/06/2010 - 08/04/2023
CETERA INVESTMENT SERVICES LLC (VALDOSTA GA)
GA
01/01/2008 - 07/08/2010
WELLS FARGO ADVISORS, LLC (VALDOSTA GA)
GA
01/03/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VALDOSTA GA)
GA
06/01/2001 - 01/10/2007
EDWARD JONES (VALDOSTA GA)
IA
Issued 02/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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