Daniel Kevin Mcmahon
Professional Summary
Daniel Kevin Mcmahon is a registered financial advisor currently at HASI SECURITIES LLC located in Annapolis, Maryland. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 2 firms and has passed the Series 63, Series 82TO, Series 99TO, SIE, Series 79, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
Current Firm
HANNON ARMSTRONG SECURITIES, LLC | HASI SECURITIES, LLC | HASI SECURITIES LLC
Contact Information
Main Address
One Park Place Suite 200, Annapolis, MD 21401Mailing Address
One Park Place Suite 200, Annapolis, MD 21401Phone Number
(410) 571-6167Established
Maryland since 07/22/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
State Registrations and Notice Filings
(6/30/2011)
(9/8/2022)
(3/15/2011)
(4/5/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Dec 2025About the Series 82TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Sep 2010About the Series 79 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1998About the Series 6 examSRO Registrations
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.
CRS (Client Relationship Summary) - BD
Click below to view Daniel Kevin Mcmahon's CRS (Customer Relationship Summary).
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J. W. COLE ADVISORS, INC.