Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Doherty is a financial advisor with over 20 years of experience in the industry. Daniel is a shareholder in the law firm, Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., and is also the owner of Oak Knoll Consulting Services, LLC. Daniel is registered with Financial Transparency, an investment advisor registered with the SEC. Daniel offers a variety of services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Daniel is a Personal Financial Specialist and has a strong background in legal and fiduciary services. Daniel provides services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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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MA
07/24/2018 - Present
Financial Transparency (Peabody MA)
MA
03/21/2007 - 08/13/2018
CSSC BROKERAGE SERVICES, INC. (PEABODY MA)
MA
08/31/2001 - 03/21/2007
MUTUAL SERVICE CORPORATION (PEABODY MA)
GA
11/30/2000 - 08/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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