Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Montanaro is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry for over 10 years and holds Series 7, 24, 63 and 66 licenses. Daniel has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Daniel is committed to providing his clients with 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.
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.
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2
CT
05/24/2019 - Present
LPL Financial LLC (GREENWICH CT)
CT
12/06/2010 - 06/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
CT
01/20/2009 - 06/09/2010
PEOPLE'S SECURITIES, INC. (BRANFORD CT)
NY
12/07/2007 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
04/25/2007 - 11/14/2007
DAVID LERNER ASSOCIATES, INC. (DARIEN CT)
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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