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 Morgan is a financial professional with over 20 years of experience in the financial services industry. Currently, Daniel is registered with State Street Global Markets, LLC and is licensed in all 50 states. Prior to joining State Street Global Markets, LLC, Daniel worked at State Street Global Advisors Funds Distributors, LLC and BSE Bond Connect, LLC. Daniel has a wide range of licenses including Series 3, 6, 7, 24, 57, and SIE.
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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2
MA
03/16/2017 - Present
State Street Global Markets, LLC (BOSTON MA)
MA
10/19/2001 - 05/01/2017
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
MA
11/24/2000 - 10/16/2001
BSE BOND CONNECT, LLC (BOSTON MA)
MA
06/05/1996 - 10/31/1996
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 57 - Securities Trader Exam
BC
Issued 01/29/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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