Unclaimed
Daniel Joseph Campanelli is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Paychex Securities Corp. and is licensed in 51 states. Daniel has held previous roles with ADP Broker-Dealer, Inc., MDS Securities Incorporated, and First Investors Corporation. Daniel holds the Series 6, 7, 26, and 63 securities licenses.
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.
1
2
FL
09/21/2012 - Present
Paychex Securities Corp. (West Palm Beach FL)
CO
08/21/1995 - 12/19/2011
ADP BROKER-DEALER, INC. (AURORA CO)
IN
05/10/1994 - 07/18/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NJ
06/12/1985 - 04/25/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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