Daniel Maughan

Financial Adviser at Financial West Group in Los Angeles, CA

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11755 Wilshire Blvd Ste 1650 in Los Angeles, CA 90025

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Year started: 2010

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Credentials

Licenses

Series 7

The Series 7 license is known as the general securities representative (GS) license. It authorizes licensees to sell virtually any type of individual security. As of December 1, 1996

Series 6

The Series 6 license is known as the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities and unit investment trusts (UITs). As of December 2, 1996

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of December 2, 1996

Series 65

The Series 65 license is required by anyone intending to provide any kind of financial advice or service on a non-commission basis. Financial planners and advisors that provide investment advice for an hourly fee fall into this category, as do stockbrokers or other registered representatives that deal with managed-money accounts. As of December 2, 1996

Associations

Masonic Lodge #702 pacific palisades

Member January 1998 – present

Background

Experience

financial advisor

Wedbush Morgan February 2002 – May 2010

Education

UC Riverside

B.S.. Business Administration 1992

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Daniel Maughan

About

Contact

Address

Info

Reviews
0 Reviews

Peer Endorsements
0 Endorsements

Best Answers

Credentials

Licenses

Series 7

Series 6

Series 63

Series 65

Associations

Masonic Lodge #702 pacific palisades

Background

Experience

financial advisor

Education

UC Riverside

Consumers

Professionals

MoneyTips

Let's Connect

Simple tools to master your financial life.

Daniel Maughan

About

Contact

Address

Info

Reviews0 Reviews

Peer Endorsements0 Endorsements

Best Answers

Credentials

Licenses

Series 7

Series 6

Series 63

Series 65

Associations

Masonic Lodge #702 pacific palisades

Background

Experience

financial advisor

Education

UC Riverside

Consumers

Professionals

MoneyTips

Let's Connect

Reviews
0 Reviews

Peer Endorsements
0 Endorsements