Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Polizzano is a financial advisor with Private Advisor Group, LLC and has been in the industry since 1993. Daniel is a registered investment advisor and a registered representative and holds a series 7, 8, 9, 10, 63, and 65 licenses. Previously, Daniel worked for Morgan Stanley, Citigroup Global Markets Inc., Paine Webber Incorporated, and Smith Barney Inc. Daniel provides financial planning and investment advisory services and specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Daniel's office is located in Florham Park, NJ.
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.
Solicitation/referral
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/referral fees
1
2
NJ
11/21/2012 - Present
Private Advisor Group, LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 11/29/2012
MORGAN STANLEY (SHORT HILLS NJ)
NJ
06/05/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NJ
07/07/1997 - 07/07/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/10/1993 - 07/11/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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