Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Valdini is a financial professional who has been active in the industry since 2017. Daniel currently holds registrations with the following states: Connecticut, Maine, Massachusetts, New Hampshire, Pennsylvania, Rhode Island, and Vermont. Daniel is a registered representative with Pacer Financial, Inc. Daniel has also worked with Jackson National Life Distributors LLC and SagePoint Financial, 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.
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.
1
2
PA
10/06/2020 - Present
Pacer Financial, Inc. (Malvern PA)
TN
10/13/2017 - 10/01/2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
VA
07/24/2015 - 02/04/2016
SAGEPOINT FINANCIAL, INC. (MIDLOTHIAN VA)
BC
Issued 07/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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