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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 Tamburello is a financial advisor with over 20 years of experience in the industry. Daniel has a strong track record of success, working with clients to help them achieve their financial goals. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, and holds both Series 6 and Series 7 licenses. Daniel currently works with Fidelity Personal AND Workplace Advisors, where Daniel is a Registered Representative and Investment Advisor Representative. Previously, Daniel was associated with Pruco Securities, MML Investors Services and New York Life, and has a broad background in the financial services industry.
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.
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
AL
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (BIRMINGHAM AL)
AL
03/24/2021 - 07/12/2021
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
AL
05/26/2020 - 10/01/2020
MML INVESTORS SERVICES, LLC (Vestavia AL)
AL
07/08/2019 - 06/05/2020
NYLIFE SECURITIES LLC (MONTGOMERY AL)
NJ
04/04/2005 - 07/09/2019
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
09/13/2004 - 04/20/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
AL
06/12/2000 - 07/08/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
Issued 06/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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