Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alfredo Amaro is a financial advisor currently registered with Synovus Securities, Inc. He is based in Miami, Florida and has been in the industry since 2009. Daniel Alfredo Amaro has worked for several firms in the past including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Pruco Securities, LLC. His specialties include Fixed Income, Mutual Funds, Variable Annuities, Retirement Planning, and Insurance Products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax related services, administrative services
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.
1
2
FL
01/14/2022 - Present
Synovus Securities, Inc. (MIAMI FL)
FL
02/05/2014 - 11/12/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
10/01/2012 - 01/07/2014
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
02/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOMESTEAD FL)
FL
06/15/2009 - 01/06/2011
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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