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 Picerni is a financial advisor with over 15 years of experience in the financial services industry. Daniel is currently registered with M Holdings Securities, Inc., and has a Series 7, Series 63 and SIE license. Daniel has previously worked at KESTRA INVESTMENT SERVICES, LLC, P.J. ROBB VARIABLE CORPORATION, and WADDELL & REED, INC. Daniel has experience in providing a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Daniel is committed to providing personalized financial advice to his clients.
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.
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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CA
05/04/2023 - Present
M Holdings Securities, Inc. (Westlake Village CA)
CA
03/25/2009 - 04/28/2023
KESTRA INVESTMENT SERVICES, LLC (WOODLAND HILLS CA)
TN
09/11/2006 - 03/26/2007
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
KS
03/29/2004 - 09/21/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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