Daniel McMahon

Investment Advisor Representative @Commonwealth Financial Network

Carlsbad, CA, US
MOBILE NUMBERS
+17•••••••71

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WORK HISTORY

May 2024 — Present

Investment Advisor Representative @Commonwealth Financial Network

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Carlsbad, CA, US

Daniel McMahon (CA Insurance Lic.#0I38346) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: Wealth is located at 5780 Fleet Street #170 Carlsbad, CA 92••••••••96

EDUCATION

2009 — 2011

UC San Diego

Bachelor of Science (BS), Management Science

SKILLS

Financial PlanningWealth ManagementBudgetingBusiness Planning StrategiesWealth Management Services401(K) Retirement Savings PlansInvestment StrategiesEducation Planning StrategiesCustomer ServiceFinancial ServicesSecuritiesEstate PlanningRetirement PlanningInvestmentsFinancial AdvisoryStrategyInvestment ManagementInvestment AdvisoryLife InsuranceFinance

ABOUT DANIEL MCMAHON

COO / Relationship Manager at Terramar Wealth

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