Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Confreda is a registered investment advisor representative and financial advisor. Daniel is currently registered with Private Advisor Group, LLC and is licensed to provide investment advice in New Jersey and New York. Daniel has been in the financial industry for over 3 years, and has a strong background in financial planning, portfolio management, and investment advisory services. Daniel is also active in the community and is committed to providing his clients with the highest level of service and professionalism.
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.
Solicitation/referral
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/referral fees
1
2
NY
05/23/2023 - Present
Private Advisor Group, LLC (New Rochelle NY)
BOTH
Issued 05/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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