Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Flamma is an investment advisor representative with Equity Services, Inc. Daniel has been in the financial industry since 2002. Daniel has Series 6, 7, 63, 66, SIE and Series 6TO licenses and has 8 state registrations, including Pennsylvania. Daniel has previous experience with PNC Investments, Wells Fargo Clearing Services, LLC, and Questor Capital Corporation, among other firms. Daniel specializes in working with high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/11/2019 - Present
Equity Services, Inc. (MEDIA PA)
NJ
02/04/2016 - 11/24/2017
WELLS FARGO CLEARING SERVICES, LLC (HADDONFIELD NJ)
NJ
03/06/2014 - 02/09/2016
PNC INVESTMENTS (OCEAN CITY NJ)
NJ
05/03/2013 - 02/20/2014
QUESTAR CAPITAL CORPORATION (MOUNT LAUREL NJ)
NJ
03/13/2013 - 05/03/2013
PTS BROKERAGE, LLC (MOUNT LAUREL NJ)
PA
07/03/2001 - 05/28/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Flamma is the right advisor for you? Invested Better is here to help.
