Unclaimed
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 a financial advisor with Eagle Strategies LLC. Daniel has been in the industry since February 19, 2001. Daniel has a Series 6, Series 7, Series 63, Series 65, and Series 66 licenses. Daniel also has a SIE license. Daniel is registered as an investment advisor representative (IAR) in Massachusetts and Texas, and is also registered as a broker-dealer (BD) in several states. Daniel works with a variety of clients, including individuals, corporations, and charitable organizations.
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 8/12/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 4/9/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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