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Daniel Robert Corno is a Certified Financial Planner® and has been in the industry since September 2011. Daniel currently works at Mason Investment Advisory Services Inc. Daniel is registered as an Investment Advisor Representative in Maryland and Virginia. Daniel has a Series 66 license. Daniel specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Daniel and Mason Investment Advisory Services Inc. primarily work with individuals and charitable organizations.
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.
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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VA
01/18/2023 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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