Unclaimed
Daniel Morrissett is a financial advisor with over 30 years of experience in the industry. Daniel is registered with Carty & Company, Inc. and is licensed in over 30 states. Daniel holds a Series 7 and Series 63 license and has passed the Securities Industry Essentials (SIE) exam. Daniel has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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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VA
02/05/1993 - Present
Carty & Company, Inc. (Berryville VA)
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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