Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Grieco is an investment advisor representative who has been in the industry since 1984. Daniel Grieco is currently registered with Cetera Investment Advisers LLC. Daniel Grieco previously held positions with First Allied Securities, Inc., Royal Alliance Associates, Inc., First Montauk Securities Corp., Argent Securities, Inc., Patterson Travis, Inc., Robert Todd Financial Corp., Westfield Financial Corporation, Hibbard Brown & Co., Inc., Sherwood Capital, Inc. and First Jersey Securities, Inc. Daniel Grieco offers portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisors.
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.
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2
NJ
11/12/2020 - Present
Cetera Investment Advisers LLC (EATONTOWN NJ)
NJ
08/13/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EATONTOWN NJ)
NJ
04/12/2007 - 08/13/2010
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
08/06/1997 - 04/12/2007
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
GA
06/24/1996 - 07/29/1997
ARGENT SECURITIES, INC. (ATLANTA GA)
CO
01/13/1995 - 07/17/1996
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
NY
11/11/1994 - 12/06/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NY
10/03/1994 - 11/11/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
06/08/1988 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
01/25/1984 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 7/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/8/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/20/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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