Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCauley is an investment advisor representative with Equitable Advisors, LLC in FT. LAUDERDALE, FL. Daniel is a licensed insurance agent and has been in the industry since 2014. Daniel is registered to provide investment advice in Arizona, Colorado, Florida and Georgia. Daniel provides financial planning, pension consulting, educational seminars, and selection of other advisers. Prior to joining Equitable Advisors, LLC, Daniel was with NYLIFE SECURITIES LLC. Daniel's previous registration also included Voya Financial Advisors, Inc.
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.
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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2
FL
09/27/2022 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
FL
06/08/2015 - 03/15/2017
NYLIFE SECURITIES LLC (SUNRISE FL)
FL
05/05/2014 - 04/23/2015
VOYA FINANCIAL ADVISORS, INC. (CORAL SPRINGS FL)
IA
Issued 12/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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