Unclaimed
Daniel Charles Gardella is a financial advisor with Stifel, Nicolaus & Company, Inc. located in RAMSEY, NJ. Daniel joined the firm in December 2017 and has been in the financial services industry since May 1994. Daniel specializes in providing financial planning and investment management services to individuals, families, and businesses. Prior to joining Stifel, Nicolaus & Company, Inc., Daniel was with FREIMARK BLAIR & COMPANY, INC. Daniel has a broad range of experience in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/05/2017 - Present
Stifel, Nicolaus & Company, Inc. (RAMSEY NJ)
NJ
12/15/2005 - 11/30/2017
FREIMARK BLAIR & COMPANY, INC. (UPPER SADDLE RIVER NJ)
NC
04/19/2004 - 10/21/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
07/01/2003 - 05/05/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/05/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/11/1991 - 08/15/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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