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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 Riso is an investment advisor representative with Newedge Advisors. Daniel has been in the industry since 2009, and holds the Series 63, Series 65, Series 7 and SIE licenses. He is registered with the following states: California, New Jersey, New York, Texas. Daniel is also a Certified Financial Planner (CFP). Daniel has previously worked with TRIAD ADVISORS LLC and EQUITABLE ADVISORS, LLC. Prior to joining Newedge Advisors, Daniel was a financial advisor with Triad Advisors. He has extensive experience in financial planning, portfolio management, and retirement planning. Daniel is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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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LA
11/12/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
NY
11/12/2021 - 04/27/2022
TRIAD ADVISORS LLC (New York NY)
NY
01/01/2010 - 11/22/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
IA
Issued 03/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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