Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R. Conti is a financial professional with over 12 years of experience in the financial services industry. Daniel has a Series 6, 7, and 63 license as well as the SIE and Series 65. Daniel Conti has also worked for various financial institutions such as Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Packerland Brokerage Services, Inc., Wells Fargo Funds Distributor, LLC, and currently is registered with Voya Investment Management Co. LLC. Daniel Conti currently works in the firm's New York, New York office.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/09/2016 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
WI
10/14/2014 - 05/03/2016
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
12/11/2013 - 10/10/2014
PACKERLAND BROKERAGE SERVICES, INC. (WAUKESHA WI)
WI
04/27/2012 - 12/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
MO
02/13/2012 - 03/05/2012
EDWARD JONES (ST. LOUIS MO)
WI
04/20/2010 - 02/08/2012
NEW ENGLAND SECURITIES (BROOKFIELD WI)
IA
Issued 07/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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