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Daniel Maughan
Financial Adviser at
Financial West Group
in
Los Angeles, CA
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Address
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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