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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 David Nardozzi is a financial advisor registered with Cetera Investment Advisers LLC. Daniel is based in St. Petersburg, FL and has been in the industry since 1984. Daniel has a strong track record of working with individuals, corporations, and charitable organizations. Daniel offers financial planning, portfolio management, and educational seminars. Daniel has been with Cetera Investment Advisers LLC since 2014. Before that, Daniel was employed by BB&T Investment Services, Inc., Wachovia Securities, LLC, BANC of America Investment Services, Inc., and Quick & Reilly, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/31/2014 - Present
Cetera Investment Advisers LLC (ST. PETERSBURG FL)
FL
07/07/2008 - 07/23/2014
BB&T INVESTMENT SERVICES, INC. (SAINT PETERSBURG FL)
FL
02/08/2005 - 06/17/2008
WACHOVIA SECURITIES, LLC (ST. PETERSBURG FL)
MA
10/20/2004 - 11/24/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/20/1984 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 12/9/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/1992
Series 4 - Registered Options Principal Examination
BC
Issued 4/15/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2005
Series 3 - National Commodity Futures Examination
BC
Issued 6/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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