Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Smyth is a financial professional with experience in the financial services industry. Daniel is currently registered with The Leaders Group, Inc. and holds Series 63, Series 6TO and SIE licenses. Daniel has previously worked at UBS Financial Services Inc. and Lincoln Financial Distributors, Inc. Daniel is registered in 10 states including California, Delaware, Florida, Louisiana, Minnesota, New Jersey, New York, Pennsylvania, South Dakota and Texas.
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.
1
2
CO
02/09/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
03/17/2020 - 05/29/2020
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
PA
10/26/2018 - 02/18/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 02/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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