Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Chester Capurso is a financial advisor with Eagle Strategies LLC, registered in New York since June 2021. Daniel has over 15 years of experience in the financial services industry. Daniel has been licensed to sell insurance products and services since 2014 and is also a Notary Public. Daniel has been a licensed financial advisor since 2005 and has held registrations with Chase Investment Services Corp. and WAMU Investments, Inc. Daniel specializes in providing financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/20/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
NY
05/02/2009 - 02/12/2010
CHASE INVESTMENT SERVICES CORP. (LINDENHURST NY)
NY
04/12/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (LINDENHURST NY)
IA
Issued 6/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/2/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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