Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Comforti is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Daniel is licensed in Arizona and Texas. He is registered with FINRA. He has a Series 63, 65, 7, and SIE license. Daniel has been in the industry since 2020. He has experience with ALAMO CAPITAL. Daniel specializes in providing investment consulting services to institutional clients and offers financial planning, pension consulting and portfolio management. He also offers portfolio management for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
CA
08/07/2020 - 12/13/2021
ALAMO CAPITAL (WALNUT CREEK CA)
IA
Issued 04/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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