Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel MacRi is a financial advisor with over 30 years of experience in the industry. Daniel is registered with LPL Financial LLC and has been a registered representative since 1994. Daniel has extensive experience in various financial services, including investment advisory, life insurance, and fixed annuities. Daniel is also an adjunct professor at Wagner College and has a strong understanding of financial planning and consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/28/2024 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
03/25/2017 - 05/24/2024
MML INVESTORS SERVICES, LLC (STATEN ISLAND NY)
NY
07/26/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NY
08/01/2003 - 07/27/2012
WALNUT STREET SECURITIES, INC. (STATEN ISLAND NY)
NY
10/14/1996 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
12/09/1988 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
BOTH
Issued 01/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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