Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leonard Ascani is a financial advisor with Wealthcare Advisory Partners LLC, an independent investment advisor firm. Daniel has over 30 years of experience in the financial services industry. Daniel is a registered investment advisor and holds the Series 3, 7, 63, 65, 79 and SIE licenses. Daniel specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Daniel is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and 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.
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
FL
01/02/2025 - Present
Wealthcare Advisory Partners LLC (Jupiter FL)
FL
12/18/2015 - 12/07/2021
LPL FINANCIAL LLC (BOCA RATON FL)
FL
04/27/2012 - 01/15/2016
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
01/07/2009 - 04/27/2012
KOVACK SECURITIES INC. (JUPITER FL)
FL
01/18/2005 - 01/09/2009
WEISS CAPITAL SECURITIES, INC. (PALM BEACH GARDENS FL)
IL
02/14/2001 - 11/03/2003
OAKBROOK INVESTMENT BROKERS, INC. (VILLA PARK IL)
TN
09/25/1998 - 11/02/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NA
10/10/1990 - 06/06/1997
SHATKIN FINANCIAL SERVICES, INC.
AZ
07/07/1989 - 10/30/1989
SPELMAN & CO., INC. (PHOENIX AZ)
NA
07/09/1986 - 11/04/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
12/07/1984 - 07/14/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/22/1983 - 11/30/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 24 - General Securities Principal 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 05/15/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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