Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Calarco is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with offices in Hamden, Ansonia and Branford. Daniel has been in the financial services industry for 20 years, and has a proven track record of success in helping clients reach their financial goals. Daniel has worked at both Citizens Securities, Inc. and Wells Fargo Advisors, LLC. He is currently registered with the state of Connecticut and Texas to provide financial advice. Daniel's specializations include investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
Investment consulting services to institutional clients
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
CT
01/05/2021 - Present
Wells Fargo Clearing Services, LLC (HAMDEN CT)
CT
03/27/2013 - 01/05/2021
CITIZENS SECURITIES, INC. (GUILFORD CT)
CT
01/01/2008 - 03/25/2013
WELLS FARGO ADVISORS, LLC (ESSEX CT)
CT
06/07/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HAMDEN CT)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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