Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Buckley is a financial professional with over 25 years of experience in the industry. Daniel is currently registered with Ameriprise Financial Services, LLC and holds several licenses including Series 7, 6, 52TO, 57TO, 55, 63, 65, 9, 10, 4, 53, 24 and SIE. Daniel is a highly experienced professional who provides asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and publication of periodicals. Daniel has experience working with a variety of clients including high-net-worth individuals, corporations, trusts/estates, charitable organizations, and pension and profit-sharing plans. Daniel has worked with MML Investors Services, LLC, Ameriprise Financial Services, Inc, and Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc., among other firms.
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.
Asset allocation services
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
NY
01/07/2025 - Present
Ameriprise Financial Services, LLC (Staten Island NY)
NY
03/25/2017 - 03/25/2019
MML INVESTORS SERVICES, LLC (GARDEN CITY NY)
NY
08/23/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NJ
04/03/2007 - 02/28/2012
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
02/06/2002 - 02/28/2012
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
12/11/2001 - 02/28/2012
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
08/23/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NY
12/11/2001 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/24/2000 - 06/07/2000
DAVID WILLIAM SECURITIES (NEW YORK NY)
NY
03/12/1997 - 05/22/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
IA
Issued 03/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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