Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Shirley is a financial advisor who has been in the industry for over 40 years. Daniel is currently registered with Cetera Investment Advisers LLC in RIDGELAND, MS. Daniel has also held previous roles at SAYBRUS EQUITY SERVICES, INC, JOHN HANCOCK DISTRIBUTORS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Daniel has also passed the following securities exams: Series 6, Series 7, Series 22, Series 24, Series 63, and SIE. Daniel is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MS
01/28/2021 - Present
Cetera Investment Advisers LLC (RIDGELAND MS)
MS
07/10/2013 - 02/01/2017
SAYBRUS EQUITY SERVICES, INC (MADISON MS)
MA
11/21/2001 - 04/03/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
10/25/1994 - 03/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/12/1981 - 10/04/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/12/1981 - 10/04/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 5/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 2/9/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Shirley is the right advisor for you? Invested Better is here to help.
