Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carmen Danese is a financial advisor with over 30 years of experience in the financial services industry. Daniel Carmen Danese is registered with Lincoln Investment, Capital Analysts and Legacy Solutions, LLC. Daniel Carmen Danese provides financial planning, portfolio management, and selection of other advisors. Daniel Carmen Danese is also a Certified Financial Planner™. Daniel Carmen Danese works with individual clients, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/01/2012 - Present
Lincoln Investment (KENNETT SQUARE PA)
PA
11/01/2004 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (KENNETT SQUARE PA)
IA
11/01/2002 - 11/01/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
DE
11/14/2001 - 11/06/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
06/10/1999 - 11/01/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
06/25/1996 - 04/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
06/15/1993 - 04/11/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/16/1985 - 04/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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