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 Leonetti is a registered investment advisor representative with LPL Financial LLC in Marlton, NJ. Daniel has been in the financial services industry since February 1999. He is registered with the state of New Jersey and also holds Series 65, 66, 7, and SIE licenses. Daniel’s previous experience includes positions with Saxony Securities, Inc., PNC Investments, Chase Investment Services Corp., Park Avenue Securities LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NJ
03/01/2023 - Present
LPL Financial LLC (MARLTON NJ)
NJ
08/21/2012 - 03/23/2023
SAXONY SECURITIES, INC. (MOORESTOWN NJ)
NJ
09/04/2008 - 08/03/2012
PNC INVESTMENTS (CHERRY HILL NJ)
NJ
08/14/2007 - 09/02/2008
CHASE INVESTMENT SERVICES CORP. (FRANKLIN PARK NJ)
NJ
09/02/2005 - 09/27/2007
PARK AVENUE SECURITIES LLC (MARLTON NJ)
NY
06/11/2001 - 09/19/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/10/1999 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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