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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Legault is a registered investment advisor representative with Mariner Independent in East Greenwich, Rhode Island. Daniel has been in the industry since 2001 and has a Series 7 and Series 66 license. Daniel is also a Certified Financial Planner. Daniel's experience includes working for WADDELL & REED, INC., KOLB WEALTH MANAGEMENT, LLC, ADVICEPERIOD, LLC, and STRATEGICPOINT INVESTMENT ADVISORS. Daniel is currently working with clients of Mariner Independent, providing portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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RI
03/01/2022 - Present
Mariner Independent (East Greenwich RI)
KS
04/25/2001 - 06/26/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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