Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ferrara is an Investment Advisor Representative with Kestra Advisory Services, LLC. He has over 30 years of experience in the financial services industry. Daniel holds the Series 6, 7, and SIE licenses, along with the Series 63. He is registered with the state of Texas as an Investment Advisor Representative and is also registered in the state of New York as an Investment Advisor Representative. Daniel specializes in providing financial planning services to individuals and businesses. His expertise includes portfolio management, retirement planning, college savings, and insurance planning. He has experience working with high-net-worth individuals, insurance companies, and charitable organizations. Daniel previously worked with NFP Securities Inc. and Fusion Financial Group in Elmsford, NY. He is a dedicated professional who is committed to helping his clients achieve their financial goals.
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.
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
TX
09/08/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
01/08/2004 - 06/10/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (RYE NY)
MA
03/03/1994 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
CA
06/18/1993 - 10/11/1994
CARTWRIGHT AND WALKER SECURITIES, INCORPORATED (LOS ANGELES CA)
AZ
01/01/1993 - 05/18/1993
SPELMAN & CO., INC. (PHOENIX AZ)
GA
07/09/1992 - 12/31/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
12/22/1988 - 03/23/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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