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 Caparrelli is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Richmond, VA. Daniel is a registered representative and investment advisor representative with over 6 years of experience in the financial services industry. He is licensed to offer securities and investment advisory services in Virginia. Daniel is committed to providing personalized financial advice and guidance to help clients 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.
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.
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2
VA
02/09/2021 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
01/05/2015 - 02/09/2021
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
07/17/2014 - 09/09/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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