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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 Santanello is an investment advisor representative with Commonwealth Financial Network. Daniel is a Registered Representative with the firm's Lynnfield, Massachusetts branch. He has been in the financial services industry for 40 years. Daniel holds a Series 63, 65, 7, 8, 9, 10, 31 and SIE licenses. Daniel also has previous experience with other firms including Winslow, Evans & Crocker, Inc., Raymond James & Associates, Inc., A. G. Edwards & Sons, Inc., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/17/2017 - Present
Commonwealth Financial Network (Lynnfield MA)
MA
08/08/2008 - 05/15/2017
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
01/31/2007 - 08/12/2008
RAYMOND JAMES & ASSOCIATES, INC. (SPRINGFIELD MA)
MA
05/02/1990 - 03/02/2007
A. G. EDWARDS & SONS, INC. (PEABODY MA)
NJ
03/03/1986 - 05/11/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/21/1983 - 03/21/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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