Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bertucelli is a registered representative and investment advisor representative with Money Concepts Capital Corp. Daniel has been in the financial industry since 1991 and has been with Money Concepts Capital Corp. since 2017. He has passed the Series 7, Series 24, Series 27, Series 51, Series 63, and Series 65 exams. Daniel also holds a Series 99TO exam. Daniel specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Daniel is also a 100% owner of Bert & Associates, Inc., which provides accounting 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
10/06/2017 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
FL
06/10/1998 - 01/23/2017
DOUBLE EAGLE SECURITIES OF AMERICA, INC. (TAMARAC FL)
NY
06/03/1992 - 07/06/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
03/18/1991 - 04/21/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/18/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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