Unclaimed
Daniel Pacella has been in the financial services industry since January 2006. Daniel is currently registered with AllianceBernstein LP in Miami, Florida. Daniel has a broad range of industry experience and expertise, including investment advisory services, portfolio management, financial planning and asset allocation. Daniel holds a Series 7, Series 31, and Series 66 license, as well as a Series 65 license, which allows Daniel to provide investment advice in a number of states.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/06/2014 - Present
Alliancebernstein LP (MIAMI FL)
IA
Issued 08/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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