Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Anthony Braga is a financial advisor with Equitable Advisors, LLC, located in Melville, New York. Daniel has been in the financial industry since August 1997 and has experience at firms like LPL Financial LLC, Woodstock Financial Group, Inc. and VTR Capital, Inc. Daniel is licensed in New York and holds the Series 63, SIE and Series 7 securities licenses. Daniel specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/28/2017 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
02/18/2014 - 09/19/2017
LPL FINANCIAL LLC (JERICHO NY)
NY
04/07/1998 - 12/06/2013
WOODSTOCK FINANCIAL GROUP, INC. (GARDEN CITY NY)
NY
02/10/1998 - 03/17/1998
VTR CAPITAL, INC. (NEW YORK NY)
NY
03/06/1997 - 12/23/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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