Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Piazza is a financial advisor in Des Plaines, Illinois, associated with Cambridge Investment Research Advisors, Inc. Daniel has been in the securities industry since February 1994. Daniel is licensed in 12 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, New York, Pennsylvania, and Wisconsin. Daniel has passed Series 63, Series 65, Series 7, and SIE exams. Daniel specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Daniel is also an independent insurance agent for various independent insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IL
01/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (DES PLAINES IL)
IL
02/24/1994 - 12/31/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (DES PLAINES IL)
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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