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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 Bavuso is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Daniel has over 30 years of experience in the financial services industry. Daniel has worked at various firms including Morgan Stanley, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc. Daniel holds the Series 7, Series 63, and Series 65 licenses. Daniel also holds the SIE exam. Daniel specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, 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.
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.
Investment consulting services to institutional clients
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.
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2
MD
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
NJ
10/15/2009 - 05/02/2024
MORGAN STANLEY (Red Bank NJ)
NJ
02/11/1999 - 10/21/2009
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NY
06/14/1996 - 02/04/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/31/1994 - 07/03/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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