Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Bozzo is a financial professional with over 20 years of experience in the industry. Daniel is registered with NYLife Distributors LLC and holds several licenses and certifications including Series 63, 24, 4, 8, 7, and SIE. Daniel is a licensed insurance agent in New York.
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.
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.
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NY
03/07/2008 - Present
Nylife Distributors LLC (NEW YORK NY)
NJ
11/22/1996 - 04/05/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2000
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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