Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Nickerson is a financial advisor with over 5 years of experience in the industry. Daniel is currently registered with Natixis Advisors, LLC in Boston, MA. Previously, Daniel has been affiliated with VOYA FINANCIAL ADVISORS, INC. and NYLIFE SECURITIES LLC. Daniel holds the Series 66, Series 31, Series 6TO, SIE and Series 7 licenses. Daniel is registered with 53 states and the District of Columbia. Daniel specializes in investment advisory services, including portfolio management for individuals, businesses, and investment companies. Daniel also provides overlay portfolio management and model research 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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
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2
MA
02/15/2022 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
03/05/2018 - 10/06/2021
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
10/02/2017 - 02/06/2018
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 04/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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