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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 William Murdock is a financial advisor with over 30 years of experience in the financial services industry. Daniel is currently registered with Equitable Advisors, LLC and is licensed in 10 states, including Arizona, California, Colorado, Hawaii, Idaho, Nevada, Oregon, Utah, Washington, and Wyoming. Daniel has experience in investment advisory, financial planning, pension consulting, and educational seminars. Previously, Daniel was registered with AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, MIMLIC Sales Corporation, and NYLIFE Securities Inc.
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.
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
UT
08/21/2017 - Present
Equitable Advisors, LLC (SALT LAKE CITY UT)
UT
07/01/1996 - 01/05/2011
AXA ADVISORS, LLC (SALT LAKE CITY UT)
NY
07/01/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
06/01/1992 - 07/18/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
06/20/1985 - 06/02/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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