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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 Galli is a financial advisor with over 35 years of experience in the industry. Daniel currently works with Ameritas Advisory Services, LLC, where they provide financial planning and investment advisory services. Daniel specializes in working with high-net-worth individuals, corporations, and charitable organizations. Daniel is a Certified Financial Planner™ and a Chartered Financial Consultant.
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.
Solicitor fees
1
2
MA
11/01/2021 - Present
Ameritas Advisory Services, LLC (NORWELL MA)
MA
05/29/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (NORWELL MA)
MD
06/03/1996 - 06/02/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
OH
06/30/1987 - 05/31/1996
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
SC
12/16/1989 - 05/08/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/30/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
03/19/1986 - 06/18/1987
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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