Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Clifford Galluzzo is a financial advisor registered with LPL Financial LLC in Brooklyn, New York. Daniel has been in the financial services industry since October 28, 2009. Daniel holds licenses including Series 6, 7, 31, 63 and 66. Daniel has experience with various financial products and services including investments, retirement planning, insurance, and other financial planning services.
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.
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2
NY
05/24/2018 - Present
LPL Financial LLC (BROOKLYN NY)
NY
01/28/2013 - 09/10/2014
EQUITY SERVICES, INC. (STATEN ISLAND NY)
NJ
03/06/2006 - 12/20/2007
CHASE INVESTMENT SERVICES CORP. (LONG BRANCJ NJ)
NJ
07/20/2005 - 02/27/2006
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
04/11/2005 - 06/23/2005
S.W. BACH & COMPANY (PORT WASHINGTON NY)
FL
08/17/2004 - 04/08/2005
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
BC
Issued 02/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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