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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 Craig Guarnieri is a financial advisor with Morgan Stanley. Daniel has been in the financial services industry since 2020. Daniel is registered with the state of Georgia and Texas. Daniel's experience includes working at E*TRADE Securities LLC and Children's Healthcare of Atlanta. Daniel holds the Series 7TO, Series 63 and Series 65 licenses and the SIE certification. Daniel specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies. Daniel's office is located at 2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
12/06/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
01/30/2023 - 05/25/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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