Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Quinn is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. He has over 23 years of experience in the financial services industry. Daniel is registered with FINRA and the state of Pennsylvania. He holds the Series 3, 7, 7TO, 24, 63, and 65 licenses. Daniel has been affiliated with Tiaa-Cref Individual & Institutional Services, LLC since July 2023. Previously, he was a financial advisor with TD Ameritrade, Inc. and Morgan Stanley. Daniel's areas of expertise include financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
07/27/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Newtown PA)
PA
09/29/2015 - 01/11/2021
TD AMERITRADE, INC. (RADNOR PA)
PA
04/19/2013 - 09/25/2015
MORGAN STANLEY (PHILADELPHIA PA)
NY
06/16/2009 - 04/16/2013
EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)
NY
07/23/2002 - 06/26/2009
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
12/08/1998 - 08/21/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
BC
Issued 08/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 3 - National Commodity Futures Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Quinn is the right advisor for you? Invested Better is here to help.
