Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Campanelli is a financial advisor who has been in the industry since March 9, 1990. Daniel is currently registered with LPL Financial LLC and has been with them since May 2022. Previously, Daniel worked at CUNA BROKERAGE SERVICES, INC. from September 1998 until May 2022. Daniel is registered in 34 states and 6 states for investment advisory services. Daniel holds the Series 7, Series 63, Series 66, and SIE licenses.
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.
Consulting and other non-discretionary advisory 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
NJ
08/16/2023 - Present
LPL Financial LLC (RAHWAY NJ)
NJ
09/18/1998 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (RAHWAY NJ)
FL
01/31/1991 - 09/25/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
02/07/1990 - 09/18/1990
WOOD-POMERANTZ SECURITIES, INC
NA
02/05/1990 - 04/16/1990
VANDERBILT SECURITIES, INC.
NA
10/27/1989 - 02/13/1990
J. T. MORAN & CO., INC.
BOTH
Issued 04/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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