Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Costello is a financial professional with over 20 years of experience in the industry. Daniel Costello currently works at Emerson Equity LLC in San Mateo, CA. Previously, Daniel James Costello worked at NPM Securities, LLC, Rainmaker Securities, LLC, Global Oak Capital Markets LLC, UBS Securities LLC, Instinet, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Schwab Capital Markets L.P. and Epoch Partners. Daniel Costello specializes in investments, insurance, and financial planning.
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.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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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CA
04/25/2024 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
03/25/2022 - 11/14/2023
NPM SECURITIES, LLC (San Francisco CA)
FL
03/30/2021 - 03/15/2022
RAINMAKER SECURITIES, LLC (CORAL GABLES FL)
SC
07/16/2020 - 03/22/2021
GLOBAL OAK CAPITAL MARKETS LLC (CHARLESTON SC)
CA
02/08/2012 - 11/16/2018
UBS SECURITIES LLC (SAN FRANCISCO CA)
CA
06/17/2009 - 11/22/2011
INSTINET, LLC (EL SEGUNDO CA)
NY
02/20/2003 - 06/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
06/29/2001 - 02/24/2003
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
MA
05/16/2000 - 06/18/2001
EPOCH PARTNERS (SOUTHBOROUGH MA)
NY
12/01/1998 - 04/27/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/12/1999
Series 3 - National Commodity Futures Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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