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 Raite is an investment advisor representative with Pinnacle Investments, LLC. Daniel is also a registered representative with the firm. Daniel has been in the financial services industry since 1984. He is licensed to sell securities in the states of Arizona, California, Connecticut, Florida, Hawaii, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Texas and Virginia. Daniel offers financial planning services, educational seminars and portfolio management for individuals. Daniel is also an investment advisor representative with Pinnacle Investments, Inc. Daniel has been employed with the firm since 1995.
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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NC
04/12/2021 - Present
Pinnacle Investments, LLC (WEAVERVILLE NC)
NY
05/30/1996 - 07/16/2007
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
09/18/1995 - 06/27/1996
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
NY
07/31/1993 - 09/21/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/20/1993 - 08/03/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/23/1985 - 07/20/1993
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
03/22/1984 - 07/09/1985
FLAGSHIP SECURITIES, INC.
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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