Unclaimed
Daniel Nobile is an investment advisor representative at Amundi Asset Management US, Inc., located in Boston, Massachusetts. Daniel has been in the industry for over 4 years and has a Series 7TO, Series 63, Series 6, and SIE license. Prior to joining Amundi, Daniel worked at Equitable Advisors, LLC in Charlotte, North Carolina.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
10/12/2022 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
NC
12/21/2021 - 10/07/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NC
07/17/2018 - 12/07/2021
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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