Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fulvio Spagnolo is a financial advisor with Kingswood Wealth Advisors, LLC. Daniel has been in the financial services industry for over 20 years and has a strong track record of success. Daniel's experience at Park Avenue Securities LLC and American Portfolios Financial Services, Inc. has given him a strong foundation in the industry. Daniel is registered to provide investment advice in 10 states, and he is a Series 6, 7, 63, and 66 licensed representative. Daniel is committed to helping his clients achieve their financial goals.
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.
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.
Hourly consulting
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
NY
03/30/2022 - Present
Kingswood Wealth Advisors, LLC (Huntington Station NY)
NY
01/25/2011 - 03/28/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Huntington Station NY)
NY
01/26/2001 - 02/18/2011
PARK AVENUE SECURITIES LLC (WOODBURY NY)
BOTH
Issued 05/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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