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Daniel Sheehan

THE Leaders Group, Inc.

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About Daniel Sheehan

Daniel Sheehan is a financial advisor based in Summit, NJ. Daniel Sheehan is currently registered with The Leaders Group, Inc. in the state of Florida. Daniel Sheehan has been in the industry since 2003 and has previous experience with NYLIFE Securities LLC, MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Pruco Securities Corporation.

Firm Information

Daniel Sheehan is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Sheehan’s Registration & Firm History

NJ

06/27/2024 - Present

THE Leaders Group, Inc. (Summit NJ)

FL

03/29/2019 - 03/24/2022

NYLIFE SECURITIES LLC (SUNRISE FL)

FL

11/17/2016 - 09/25/2017

MML INVESTORS SERVICES, LLC (PALM BEACH GARDENS FL)

FL

10/10/2006 - 08/04/2009

METLIFE SECURITIES INC. (ORLANDO FL)

FL

10/10/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)

MA

11/17/1999 - 10/02/2006

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/17/1999 - 10/02/2006

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

06/15/1999 - 11/19/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

NJ

06/28/1996 - 06/15/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MA

03/09/1992 - 06/21/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/09/1992 - 06/21/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Sheehan.
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