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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 O'Neill is a financial advisor with Concurrent Investment Advisors, LLC. Daniel has been in the financial services industry for over 24 years. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional. Daniel has a wide range of experience and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Daniel has a strong track record of helping clients achieve their financial goals.
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.
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
CO
01/17/2024 - Present
Concurrent Investment Advisors, LLC (Greenwood Village CO)
CO
09/14/2007 - 01/17/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ENGLEWOOD CO)
CO
09/10/2002 - 09/25/2007
LINSCO/PRIVATE LEDGER CORP. (HIGHLANDS RANCH CO)
TX
10/12/1999 - 09/18/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/12/1999 - 01/16/2002
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 09/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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