Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul Cavaretta is a financial advisor at Kestra Advisory Services, LLC. Daniel has been in the financial services industry since 2000. He is a registered representative and investment advisor representative in New York. Daniel has a Series 7, Series 31, Series 66 and SIE license and offers financial planning services, pension consulting and portfolio management for individuals and businesses. Daniel has specialized in providing financial advice to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. He has experience working with clients at Nationwide Investment Services Corporation, Morgan Stanley DW Inc., and Geneos Wealth 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.
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.
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.
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TX
05/14/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
01/29/2021 - 05/14/2021
GENEOS WEALTH MANAGEMENT, INC. (Clarence Center NY)
OH
03/21/2005 - 09/18/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
07/17/2000 - 03/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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