Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Casella is a financial advisor who has been working in the industry since 2004. Currently, Daniel is registered with USI Advisors in Glastonbury, CT. Daniel has previously worked for several other firms, including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, NRP FINANCIAL, INC., UBS FINANCIAL SERVICES INC., NFP SECURITIES, INC., GBS RETIREMENT SERVICES, INC., and CADARET, GRANT & CO., INC..
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
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2
CT
02/16/2024 - Present
USI Advisors (Glastonbury CT)
NY
11/02/2018 - 08/02/2022
TRIAD ADVISORS LLC (White Plains NY)
NY
11/30/2010 - 11/07/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
NY
06/14/2010 - 11/30/2010
NRP FINANCIAL, INC. (WHITE PLAINS NY)
NY
07/26/2007 - 06/18/2010
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
01/11/2007 - 06/27/2007
NFP SECURITIES, INC. (WHITE PLAINS NY)
IL
07/24/2002 - 12/31/2006
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
NY
11/05/1998 - 12/31/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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