Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Francis Brascetta is a financial advisor with Beacon Pointe Advisors, LLC. He is a Certified Financial Planner. Daniel Francis Brascetta has been in the industry since 2011 and has worked for several firms including CHARLES SCHWAB & CO., INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC. He is currently registered with the state of Colorado.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
CO
03/28/2023 - Present
Beacon Pointe Advisors, LLC (Denver CO)
CO
05/31/2016 - 10/30/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
01/08/2013 - 05/05/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
OR
03/16/2011 - 01/10/2012
CRI SECURITIES, LLC (PORTLAND OR)
OR
03/16/2011 - 01/10/2012
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 11/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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