Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McDevitt is a registered representative with Global Atlantic Distributors, LLC in Wayne, Pennsylvania. Daniel holds the Series 7TO, SIE, and Series 66 licenses and has been active in the financial services industry since September 11, 2021. Prior to joining Global Atlantic Distributors, LLC, Daniel was registered with Vanguard Marketing Corporation in Malvern, Pennsylvania and Equitable Advisors, LLC in Bala Cynwyd, Pennsylvania.
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.
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.
1
2
PA
02/27/2024 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
10/16/2020 - 04/11/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
09/26/2019 - 09/14/2020
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 01/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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