Unclaimed
Daniel Francis Massucci is an investment advisor representative with Commonwealth Financial Network and the principal of Massucci & Associates. Daniel has been in the financial services industry since 1987. He holds a Series 66 license and is also a Certified Financial Planner. Daniel's firm specializes in providing financial planning, portfolio management, and other financial services to individuals, corporations, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
10/26/2016 - Present
Commonwealth Financial Network (Plantsville CT)
BOTH
Issued 11/22/1999
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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