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 Drappo is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC in both New York and Florida. Daniel is a Certified Financial Planner (CFP®) and holds a variety of licenses and registrations, including the Series 63, 66, 7, and 24. He has previously held positions with Community Bank Wealth Management Group, INVEST Financial Corporation, and Community Investment Services, Inc. Daniel offers a range of services to his clients, including financial planning, portfolio management, and investment advisory services. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
NY
02/14/2018 - Present
LPL Financial LLC (LOWVILLE NY)
NY
01/14/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (BLACK RIVER NY)
NY
03/05/1999 - 01/27/2011
COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)
MN
09/16/1994 - 03/16/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
06/27/1994 - 09/12/1994
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
PA
09/22/1989 - 06/27/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
08/18/1989 - 09/29/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
NA
01/24/1989 - 08/24/1989
EMPIRE NATIONAL SECURITIES, INCORPORATED
NA
12/19/1986 - 10/01/1987
PRUCO SECURITIES CORPORATION
NA
10/17/1986 - 11/18/1986
GREAT LAKES EQUITIES CO.
NA
07/24/1985 - 09/02/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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