Daniel Morse

from Independence Square Holdings, LLC
SEC regulated
Regulated Investment Advisor
Daniel Morse is a financial advisor based in Pennsylvania, King Of Prussia, with 17 years of experience. Daniel currently works for Independence Square Holdings, LLC. Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Morse works at Independence Square Holdings, LLC
Independence Square Holdings, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $926,375,464 of assets under management and employs about 41 people. Independence Square Holdings, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and referral fees
Office location
150 South Warner Road, Suite 300, King Of Prussia, Pennsylvania, 19406

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