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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 Joseph Perrotti Jr. is a financial advisor registered with Newedge Advisors, LLC. Daniel has been in the financial industry since 2002 and has a strong track record of success in providing financial advice and investment management services to a wide range of clients. Daniel is licensed in 20 states and holds the Series 7, 66 and SIE licenses, along with the Series 79TO license for Investment Banking. Daniel is committed to providing his clients with personalized financial solutions that meet their unique needs and goals. Daniel is based in the New Orleans, Louisiana branch of Newedge Advisors.
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.
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
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
PA
07/11/2002 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
NY
06/24/2002 - 07/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law 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 06/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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