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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 R. Mirto is a financial advisor with Fidelity Personal and Workplace Advisors in ORLANDO, FL. Daniel Mirto has been in the industry since 2023 and offers financial planning, educational seminars, and portfolio management for individuals and businesses. He has been registered with the state of Florida since 2024. Previously, Daniel Mirto worked at PRUCO SECURITIES, LLC. in ORLANDO, FL. Daniel Mirto is committed to providing clients with personalized financial guidance and helping 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.
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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2
FL
06/18/2024 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
FL
07/24/2023 - 11/02/2023
PRUCO SECURITIES, LLC. (ORLANDO FL)
FL
06/22/2022 - 07/26/2022
TRINITY WEALTH SECURITIES, L.L.C. (Orlando FL)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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