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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel D'andreano is a financial advisor with Cadaret, Grant & Co., Inc. based in Liverpool, NY. Daniel has been in the financial services industry for over 30 years. Daniel is a Certified Financial Planner™ and Chartered Financial Consultant. Daniel previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LPL FINANCIAL LLC, CHASE INVESTMENT SERVICES CORP., HSBC SECURITIES (USA) INC., M&T SECURITIES, INC., EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Daniel specializes in portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/05/2023 - Present
Cadaret, Grant & CO., Inc. (Liverpool NY)
NY
09/12/2013 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SYRACUSE NY)
NY
06/16/2010 - 08/13/2013
LPL FINANCIAL LLC (AUBURN NY)
NY
12/03/2008 - 01/08/2010
CHASE INVESTMENT SERVICES CORP. (SYRACUSE NY)
NY
01/23/2008 - 10/30/2008
HSBC SECURITIES (USA) INC. (LIVERPOOL NY)
NY
07/27/1998 - 01/11/2008
M&T SECURITIES, INC. (CICERO NY)
NY
08/11/1994 - 07/27/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/11/1994 - 07/27/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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