Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Timothy Smyth is a financial professional with over 20 years of experience in the financial services industry. Daniel is currently registered with Clarendon Insurance Agency, Inc. Daniel has a broad range of experience in the financial services industry, including working with Sun Life Financial Distributors, Inc. and Keyport Financial Services Corp.
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.
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.
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MA
05/22/2013 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
MA
02/18/2010 - 05/30/2013
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
12/01/2003 - 02/18/2010
CLARENDON INSURANCE AGENCY, INC. (WELLESLEY HILLS MA)
MA
03/29/2002 - 12/01/2003
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BC
Issued 08/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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