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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Maher is an active investment advisor representative. Daniel is registered in 16 states and holds a Series 7, Series 6, Series 63, Series 65, Series 66 and SIE securities licenses. Daniel Maher works for Eagle Strategies LLC. Daniel started working for Eagle Strategies LLC in June of 2012. Before that, Daniel worked for New York Life Insurance Company and NYLIFE Securities LLC. Daniel has been in the industry since February 19, 2001. Daniel has experience working with individuals other than high net worth individuals, high net worth individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
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.
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2
MA
08/17/2023 - Present
Eagle Strategies LLC (WALTHAM MA)
MA
07/23/2004 - 01/03/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/16/1998 - 03/21/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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