Unclaimed
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 with over 30 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and has held previous positions with BB&T Investment Services, Inc., Wachovia Securities, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Daniel has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. He is a Series 7, Series 3, Series 10, Series 9, Series 63, and Series 65 licensed representative. He is also a registered investment advisor in Florida. Daniel's expertise includes financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/1992
Series 4 - Registered Options Principal Examination
BC
Issued 04/15/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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