Unclaimed
Daniel Sposito is a registered representative and investment advisor representative with Money Concepts Capital Corp. Daniel has been in the financial services industry since November 1998. Daniel has passed the Series 6 and SIE exams. Daniel is licensed in Ohio and Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
OH
01/03/2020 - Present
Money Concepts Capital Corp. (Ashtabula OH)
OH
11/20/1998 - 12/31/2019
NATIONWIDE SECURITIES, LLC (ASHTABULA OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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