Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Maurino is a financial advisor with over five years of experience in the industry. Daniel is currently registered with First Command Advisory Services and holds the Series 7, 63, 65, 24, 52TO and SIE licenses, as well as the Series 27, 53 and 24 principal exams. Daniel's previous experience includes working with Modern Capital Securities Inc., Liberty Partners Financial Services, LLC, and Camarda Wealth Advisory Group. Daniel specializes in working with individuals and high-net-worth individuals and is committed to providing personalized financial advice and guidance.
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.
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
10/13/2022 - Present
First Command Advisory Services (Odessa FL)
SC
05/04/2021 - 10/07/2022
MODERN CAPITAL SECURITIES INC. (Mt Pleasant SC)
NC
11/20/2018 - 10/07/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/09/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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