Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Granucci is a financial advisor and investment advisor representative for Iron Path Wealth Management, Inc. in Newtown, CT. He has been in the industry since 2005, and holds several licenses and certifications, including the Series 6, Series 7, Series 63, and Series 65 licenses. Daniel is also a Certified Financial Planner and Chartered Financial Analyst. Iron Path Wealth Management, Inc. is an independent investment advisory firm that provides financial planning, investment management, and other advisory services.
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.
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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CT
03/30/2023 - Present
Iron Path Wealth Management, Inc. (NEWTOWN CT)
CT
09/14/2017 - 08/13/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Stamford CT)
CT
01/15/2016 - 06/27/2017
TRIAD ADVISORS, INC. (DANBURY CT)
CT
10/11/2011 - 01/19/2016
LPL FINANCIAL LLC (DARIEN CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (NEWINGTON CT)
CT
08/01/2005 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (AVON CT)
IA
Issued 02/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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