Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Evan Colluccio is a financial advisor working with Charles Schwab & Co., Inc. with over 15 years of experience in the financial services industry. Daniel has a strong track record of providing investment advice to individuals and families. He is also a Registered Investment Advisor (RIA) in the state of Texas. Daniel holds FINRA Series 7, 24, and 66 licenses. He is passionate about helping clients achieve their financial goals and provides financial planning services, as well as investment management services through Schwab's wrap fee program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/03/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NJ
07/24/2018 - 06/09/2021
M&T SECURITIES, INC. (Iselin NJ)
NJ
01/08/2018 - 07/09/2018
FORESIDE FUND SERVICES, LLC (Red Bank NJ)
NJ
01/05/2015 - 12/31/2017
MILLINGTON SECURITIES, INC. (RED BANK NJ)
ME
08/28/2014 - 12/31/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NE
08/26/2013 - 08/14/2014
TD AMERITRADE, INC. (OMAHA NE)
NJ
01/03/2012 - 07/25/2013
BLACKROCK INVESTMENTS, LLC (JERSEY CITY NJ)
NJ
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NJ
02/08/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NJ
01/05/2006 - 01/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 04/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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