Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Angelone is a financial professional who has been in the financial services industry for over 20 years. Daniel Angelone has a wide range of experience in various financial services roles, including working at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Daniel Angelone is currently affiliated with Brookwood Investment Group and has been with them since June 2023. Daniel Angelone provides financial planning, educational seminars, and portfolio management services. Daniel Angelone's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Daniel Angelone is licensed and registered in Rhode Island.
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.
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.
1
2
AZ
07/05/2023 - Present
Brookwood Investment Group (PHOENIX AZ)
RI
08/19/2002 - 09/26/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Warwick RI)
MN
08/19/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Angelone is the right advisor for you? Invested Better is here to help.
