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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cassidy Aliperti is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel is also a licensed investment advisor representative and has been working in the financial services industry since 2005. Daniel has been registered with Merrill Lynch since 2018. Prior to that, Daniel worked at Oppenheimer & Co. Inc. and Deutsche Bank Securities Inc. Daniel is registered in 54 states and holds the Series 7, 63, 55, and SIE licenses, along with the Series 65. Daniel specializes in providing financial advice to individuals, corporations, and businesses. Daniel is a skilled investment advisor with a long track record of success.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
DC
06/12/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
CT
09/05/2006 - 03/16/2018
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
10/06/2005 - 09/21/2006
DEUTSCHE BANK SECURITIES INC. (GREENWICH CT)
IA
Issued 12/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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