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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 Guzzo is an investment advisor representative with Transamerica Retirement Advisors, LLC. Daniel has been in the financial services industry since 1995. He holds a Series 6, Series 26, Series 63, and Series 65 licenses. Daniel is registered to offer investment advisory services in New Jersey.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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NJ
09/09/2015 - Present
Transamerica Retirement Advisors, LLC (WAYNE NJ)
NJ
09/26/2011 - 04/09/2012
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
NY
07/15/2005 - 10/01/2009
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
NY
10/21/2003 - 06/09/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
04/23/2001 - 10/15/2003
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
12/20/1988 - 07/18/2003
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
IA
Issued 09/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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