Unclaimed
Daniel Carneval is a financial professional with over 38 years of experience in the industry. Daniel has a proven track record of success, having worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel is currently registered with 1st Discount Brokerage, Inc., and has previously worked with ACUMENT SECURITIES, INC., GRUNTAL & CO. INCORPORATED, and R.C. TOWNE, INC. Daniel holds a variety of licenses and certifications, including Series 7, Series 24, and Series 63. Daniel specializes in providing a wide range of financial services, including financial planning, portfolio management, and investment advice.
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.
Digital advisory service
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.
1
2
PA
08/21/2002 - Present
1ST Discount Brokerage, Inc. (ERIE PA)
CA
11/05/1992 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
NY
12/15/1983 - 10/30/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
11/23/1983 - 07/13/1984
R.C. TOWNE, INC.
BC
Issued 12/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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