Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Moruzzi is an investment advisor with Kestra Advisory Services, LLC, in Bay Shore, NY. He has been in the industry since 1993. Daniel has experience in providing financial planning, portfolio management and selection of other advisors. His experience includes working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Daniel is registered with the Financial Industry Regulatory Authority (FINRA), as well as the Securities and Exchange Commission (SEC).
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.
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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2
NY
07/05/2022 - Present
Kestra Advisory Services, LLC (Bay Shore NY)
NY
12/06/2016 - 06/29/2022
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NY
01/13/2014 - 12/07/2016
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
07/23/2012 - 12/23/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BAY SHORE NY)
NY
05/03/1999 - 07/27/2012
PARK AVENUE SECURITIES LLC (MELVILLE NY)
NY
04/26/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
09/03/1993 - 03/08/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/03/1993 - 03/08/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
02/10/1993 - 07/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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