Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerard Aiello is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry since 1992 and has held previous roles at Mutual Service Corporation, FFP Securities, Inc., First Allied Securities, Inc. and First Affiliated Securities. Daniel has a wide range of experience in the financial industry and holds several licenses and certifications, including Series 7, Series 24, Series 51, Series 63 and Series 65. Daniel's specializations include financial planning, portfolio management, pension consulting, and educational seminars. Daniel serves individuals, families, businesses and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/08/2009 - Present
LPL Financial LLC (BOALSBURG PA)
PA
04/01/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (BOALSBURG PA)
PA
07/10/2002 - 04/14/2008
FFP SECURITIES, INC. (STATE COLLEGE PA)
CA
12/16/1994 - 07/18/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/13/1992 - 12/20/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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