Daniel J. Hart
Professional summary
Daniel Joseph Hart, who also goes by Daniel Hart, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Joseph Hart's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 29, 2024 - Present
CLARENDON INSURANCE AGENCY, INC.
Office #1: 230 3rd Ave 6th Floor, Waltham, MA 02451June 18, 2021 - May 24, 2024
EQUITY SERVICES, INC.
December 4, 2019 - May 26, 2021
CABOT LODGE SECURITIES LLC
July 3, 2018 - May 26, 2021
PURSHE KAPLAN STERLING INVESTMENTS
June 19, 2017 - February 2, 2018
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/29/2024)
Exams
FINRA
Current Firm
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395 / SEC#: , 8-21590
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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Company Information
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395Waltham, MA 02451TRUST BUT VERIFY
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