Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel A. Prisciotta is a financial advisor with over 40 years of experience in the industry. Daniel is a Certified Financial Planner and a Chartered Financial Consultant. Daniel is currently registered with Osaic Wealth, Inc. and is a member of FINRA and SIPC. Daniel has been a registered representative of Lincoln Financial Advisors Corporation since June 1998. Daniel has a wide range of experience in the financial services industry, including investment advice, financial planning, and insurance. He has worked with individuals, families, and businesses to help them achieve their financial goals. Daniel is committed to providing his clients with personalized service and helping them make informed financial decisions.
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.
1
2
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (PARAMUS NJ)
IN
09/19/2001 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/16/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
12/07/1983 - 09/09/1987
C. J. M. PLANNING CORP.
BC
Issued 11/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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