Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McMahon is a financial advisor with over 30 years of experience in the industry. Daniel currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has held previous positions at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET SECURITIES, INC., and SHAWMUT BROKERAGE, INC. Daniel specializes in providing financial advice to individuals, corporations, and institutions. Daniel holds a Series 7, 6, 52, 63, 65, 72, and SIE licenses. Daniel's expertise is in portfolio management for individuals and businesses, as well as pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
02/04/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GLASTONBURY CT)
CT
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HARTFORD CT)
NY
01/02/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
02/02/1998 - 01/02/2001
FLEET SECURITIES, INC. (DALLAS TX)
NY
12/21/1995 - 02/02/1998
FLEET SECURITIES INC. (NEW YORK NY)
NA
01/07/1993 - 01/16/1996
SHAWMUT BROKERAGE, INC.
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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