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 Prostrollo is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Daniel has been in the industry since April 2018. Daniel is a Certified Financial Planner. Daniel is registered with the following states: Arizona, California, Florida, Idaho, Indiana, Minnesota, Montana, South Dakota, Texas, Washington, and Wisconsin. Daniel's current employment is with Wells Fargo Advisors Financial Network, LLC, and his previous employment was with Wells Fargo Clearing Services, LLC. In addition to being registered with Wells Fargo Advisors Financial Network, LLC, Daniel has a Series 7, Series 63 and SIE. Daniel is also registered with the following designations: Certified Financial Planner.
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.
1
2
MN
02/15/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Minneapolis MN)
TX
04/06/2018 - 05/25/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
BC
Issued 05/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Prostrollo is the right advisor for you? Invested Better is here to help.
