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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gimmelli is an investment advisor representative at Edelman Financial Engines. Daniel is a registered investment advisor in Arizona and Texas. Daniel's areas of expertise include retirement planning, college savings planning, and investment management. Prior to joining Edelman Financial Engines, Daniel worked at USAA Financial Advisors, Inc. and Morgan Stanley Smith Barney. Daniel has been in the financial services industry for over 15 years.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
05/06/2023 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
03/11/2010 - 06/11/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/01/2009 - 03/10/2010
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
AZ
01/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
IA
Issued 05/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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