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Daniel D. Shea

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CRD#: 1185950
DS

Professional summary


Daniel Dennis Shea was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Daniel Dennis Shea was a registered financial advisor .

Daniel is a previously registered financial advisor and started their career in finance in 1983. Daniel had worked at 8 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 12, 2004 - October 9, 2009

QA3 FINANCIAL LLC

RIA
CRD#: 104957
IRVINE, CA
Past

October 12, 2004 - October 9, 2009

QA3 FINANCIAL CORP.

BD
CRD#: 14754
IRVINE, CA
Past

May 8, 2003 - October 11, 2004

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
IRVINE, CA
Past

April 2, 2003 - October 11, 2004

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

June 19, 2002 - April 4, 2003

GREAT NORTHERN FINANCIAL SECURITIES, INC.

BD
CRD#: 113054
SPOKANE VALLEY, WA
Past

July 24, 2001 - July 16, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

October 4, 2000 - July 24, 2001

METROPOLITAN INVESTMENT SECURITIES, INC.

BD
CRD#: 14146
SPOKANE, WA
Past

May 31, 1994 - December 8, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

November 25, 1983 - December 31, 1993

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/23/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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