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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 Brunello is a financial advisor registered with Alliancebernstein LP, a firm with over $50 billion in assets under management. Daniel has been in the industry since 2001 and has been with Alliancebernstein since 2004. Daniel provides investment advice to individuals, families, and institutions, specializing in asset allocation, portfolio management, and financial planning. Daniel holds a Series 7 and Series 63 license and is a Certified Financial Planner. Prior to joining Alliancebernstein, Daniel worked at UBS Financial Services Inc. and Sanders Morris Harris Inc.
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
TX
04/07/2004 - Present
Alliancebernstein LP (HOUSTON TX)
NJ
01/08/2003 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
08/28/2001 - 11/01/2002
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
IA
Issued 01/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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