Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Perrotti is a financial professional with over 40 years of experience in the financial services industry. Daniel has been registered with Newedge Securities, Inc. since 2009 and has held previous roles at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Daniel is licensed to conduct business in several states, including California, Connecticut, and Pennsylvania. Daniel also holds a variety of industry licenses and certifications including Series 7, 6, 3, 63, 65, 9, and 10. Daniel is passionate about helping 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.
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.
1
2
PA
05/15/2009 - Present
Newedge Securities, Inc. (LITITZ PA)
PA
07/08/2002 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
NY
06/20/1984 - 07/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
06/02/1982 - 08/06/1984
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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