Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bukkhegyi is a financial advisor with over 30 years of experience in the industry. He has been affiliated with Wells Fargo Advisors Financial Network, LLC since 2024 and previously worked for Morgan Stanley and UBS Financial Services. Daniel is a registered investment advisor in Connecticut and holds FINRA licenses for Series 7, Series 9, Series 63 and SIE. He also has a Series 65 license. Daniel is able to provide financial planning and investment management services to individuals, businesses and institutions. He is a member of the BCDGROUP LLC and DJB Financial. Daniel has a broad range of specializations including, financial and estate planning, retirement planning, college savings, and insurance.
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.
1
2
MA
08/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MANCHESTER BY THE SEA MA)
MA
10/04/2013 - 08/09/2024
WELLS FARGO CLEARING SERVICES, LLC (MANCHESTER BY THE SEA MA)
MA
06/01/2009 - 10/15/2013
MORGAN STANLEY (MANCHESTER BY THE SEA MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MANCHESTER BY THE SEA MA)
MA
01/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MANCHESTER BY THE SEA MA)
NJ
09/17/1996 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/15/1994 - 09/03/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/01/1992 - 03/01/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
08/28/1990 - 07/15/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 07/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Bukkhegyi is the right advisor for you? Invested Better is here to help.
