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Daniel Patrick Dolan is a financial advisor professional located in North Kansas City, MO. They specialize in financial advisory. With over 5 years of experience, they bring deep expertise to every client.
Daniel Patrick Dolan - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Daniel Patrick Dolan is a financial advisor with Edward Jones in North Kansas City, Missouri. With five years in the financial services industry, Dolan works with clients on investment and wealth management matters. He holds a FINRA CRD registration, which governs his conduct and qualifications in the securities industry. Edward Jones operates as a full-service brokerage firm, and Dolan's role involves meeting with clients to discuss their financial goals and available investment options.
Daniel Patrick Dolan's FINRA CRD (Central Registration Depository) registration indicates he is registered with the Financial Industry Regulatory Authority and authorized to sell securities and investment products. This registration requires passing qualifying exams and demonstrates compliance with federal securities regulations. The CRD system tracks his licensing status, employment history, and any disciplinary actions, providing transparency to clients about his regulatory standing and qualifications to conduct securities business.