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Daniel Scott Kates is a financial_advisor professional located in Holyoke, MA. They specialize in financial advisory. With over 13 years of experience, they bring deep expertise to every client.
Daniel Scott Kates - United Capital Financial Advisors holds an active professional license (FINRA CRD) for your protection.
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Daniel Scott Kates operates United Capital Financial Advisors in Holyoke, Massachusetts, with 13 years of experience in financial advisory services. He holds a FINRA CRD license number 5790371, which registers him with the Financial Industry Regulatory Authority. This registration tracks his professional history and qualifications within the securities industry. His practice focuses on providing financial guidance to clients seeking professional investment and planning advice.
Daniel Scott Kates' FINRA CRD registration means he is registered with the Financial Industry Regulatory Authority, the regulatory body overseeing securities professionals and investment advisors. This registration documents his licensing status, disciplinary history, and professional background in the financial services industry. FINRA CRD registration is required for individuals selling securities or providing investment advice, signaling that he operates under federal regulatory oversight and must comply with industry standards and conduct rules.