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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 Gerard Deloria is a financial advisor with Avantax Advisory Services. Daniel has over 25 years of experience in the financial industry. Daniel holds a Series 6, 7, 24, 53 and 63 licenses as well as a Series 65. Daniel also holds the Certified Financial Planner designation. Daniel has worked with a variety of firms over the years, including MML Investors Services, LLC, MSI Financial Services, Inc., USI Securities, Inc., WS Griffith Securities, Inc., and Phoenix Equity Planning Corporation. Daniel has also been registered with the states of Massachusetts and Texas. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. Daniel is committed to helping 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
07/09/2021 - Present
Avantax Advisory Services (Greenfield MA)
MA
03/21/2014 - 12/26/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
09/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
CT
04/11/2003 - 02/25/2014
USI SECURITIES, INC. (GLASTONBURY CT)
CT
07/06/1999 - 03/17/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
08/16/1996 - 07/06/1999
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IN
03/28/1994 - 07/03/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
01/27/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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