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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 Vincent Monahan is a financial advisor with over 30 years of experience in the industry. Daniel Vincent Monahan is currently registered with Morgan Stanley and has been with the firm since 2008. Daniel Vincent Monahan is also registered as an Investment Advisor Representative in Texas and Utah. Daniel Vincent Monahan has held previous positions at Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Summit Financial Services Group, Inc., FISERV INVESTOR SERVICES, INC., Essex National Securities, Inc., SEI FINANCIAL SERVICES COMPANY, NATWEST INVESTOR SERVICES CORPORATION, and USLIFE EQUITY SALES 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.
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.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/01/2009 - Present
Morgan Stanley (Short Hills NJ)
NJ
05/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
03/22/1999 - 05/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
PA
10/21/1998 - 03/19/1999
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
08/09/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
05/05/1993 - 08/09/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
10/28/1992 - 05/05/1993
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NY
08/17/1992 - 09/25/1992
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/26/1992 - 07/28/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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