Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gilligan is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Daniel has been in the financial services industry since 1998 and has a wide range of experience serving individual and institutional clients. Daniel is registered to provide investment advice in all 50 states and is committed to helping clients achieve their financial goals. Daniel is a highly qualified professional with a strong track record of success in the financial services industry.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
08/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/04/2022 - 11/22/2022
ADVANCED ADVISOR GROUP, LLC (Fenton MO)
MO
04/28/2020 - 10/01/2020
STERN BROTHERS & CO. (ST. LOUIS MO)
MO
03/23/2017 - 01/29/2020
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
03/20/2015 - 03/20/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
05/24/2011 - 03/10/2015
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
MO
01/01/2008 - 05/26/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/06/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
02/16/2000 - 03/16/2005
EDWARD JONES (ST. LOUIS MO)
NY
12/03/1998 - 01/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
11/13/1996 - 11/02/1998
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 12/18/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/11/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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