Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lombardozzi is a registered investment advisor representative with Garden State Investment Advisory Services, LLC. Daniel has over 24 years of experience in the financial services industry. Daniel has passed the Series 63, Series 7, and Series 65 examinations, and holds licenses to practice in New Jersey, New York, Florida, Pennsylvania, North Carolina, and Rhode Island. Daniel specializes in providing financial planning, portfolio management, and selection of other advisors to individuals and businesses. Daniel is also a licensed insurance agent. Daniel is committed to providing his clients with personalized financial advice and guidance.
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.
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
NJ
05/31/2021 - Present
Garden State Investment Advisory Services, LLC (RED BANK NJ)
NY
12/09/2008 - 03/15/2019
FIRST ALLIED SECURITIES, INC. (Staten Island NY)
NY
05/12/2006 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (STATEN ISLAND NY)
NY
04/14/2004 - 06/02/2006
ASHTON-CLAYTON FINANCIAL GROUP, LLC (STATEN ISLAND NY)
MN
04/20/1999 - 04/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/1999 - 04/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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