Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dipasquale is an investment advisor representative with Fisher Investments. He has been in the industry since October 2016 and has worked at NYLIFE Securities LLC. Daniel has passed his Series 6, Series 63, and Series 65 exams. Daniel is currently registered in Florida and Texas. The firm is registered with the SEC and is headquartered in Plano, Texas.
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.
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.
Portfolio assessment
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.
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.
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2
FL
07/24/2023 - Present
Fisher Investments (TAMPA FL)
TX
10/18/2016 - 01/10/2020
NYLIFE SECURITIES LLC (FRISCO TX)
IA
Issued 02/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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