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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mody is an investment advisor representative with Pinnacle Investments, LLC. Daniel has been in the financial services industry since 1994. Daniel has worked for multiple firms and has a diverse background. He has earned the Certified Financial Planner designation and has experience working with individuals, corporations and high-net-worth clients. Daniel is licensed in multiple states and has a range of experience in financial planning, education, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
01/23/2025 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
03/28/2011 - 12/05/2011
HAZARD & SIEGEL, INC. (DEWITT NY)
NY
07/16/2001 - 06/27/2007
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
05/03/2001 - 07/17/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
05/13/1994 - 05/25/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/13/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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