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 Ialeggio is an Investment Advisor Representative associated with Steward Partners Investment Advisory, LLC, and has been in the industry since April 21, 1994. Daniel has been registered with Steward Partners Investment Advisory, LLC since January 2016. Daniel is also associated with Steward Partners Global Advisory. Previously, Daniel worked with Raymond James Financial Services, Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., First Union Securities, Inc., First Union Capital Markets Corp., and Smith Barney Inc. Daniel holds Series 7, 31 and 63 licenses, as well as the Series 65 and SIE exams. Daniel is also a Certified Financial Planner. Daniel has worked with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension plans.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
MD
07/29/2016 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
03/19/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
06/01/2009 - 03/26/2015
MORGAN STANLEY (BETHESDA MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
09/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
MO
10/01/1999 - 10/27/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/18/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
04/22/1994 - 10/19/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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