Unclaimed
Daniel Shea is a financial professional with over 20 years of experience in the industry. Daniel has held positions at several prominent firms, including BDO Capital Advisors, LLC, Hadley Partners, Incorporated, and W. Y. Campbell & Company. Currently, Daniel is a registered representative with BA Securities, LLC. Daniel holds the Series 7, Series 63, Series 79TO, and SIE licenses. Daniel has a strong track record of success in providing investment advice and guidance to clients.
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
CA
06/22/2020 - Present
BA Securities, LLC (SAN DIEGO CA)
CA
04/25/2011 - 06/09/2020
BDO CAPITAL ADVISORS, LLC (LOS ANGELES CA)
CA
03/29/2007 - 02/18/2011
HADLEY PARTNERS, INCORPORATED (EL SEGUNDO CA)
CA
05/06/2003 - 03/08/2007
W. Y. CAMPBELL & COMPANY (EL SEGUNDO CA)
MI
11/04/2002 - 02/03/2003
W. Y. CAMPBELL & COMPANY (DETROIT MI)
IL
10/04/2001 - 05/02/2002
DELOITTE & TOUCHE CORPORATE FINANCE LLC (CHICAGO IL)
NA
01/24/1989 - 01/01/1990
PAINEWEBBER INCORPORATED
BC
Issued 12/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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