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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Messeca is a financial advisor with over 10 years of experience in the industry. Daniel currently works at Craftwork Capital LLC, where they specialize in financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Previously, Daniel worked at NYLIFE Securities LLC, Cambridge Investment Research, Inc. and Securian Financial Services, Inc. Daniel has a diverse client base, serving high-net-worth individuals, corporations and other businesses, charitable organizations and individuals other than high-net-worth. Craftwork Capital LLC offers a variety of advisory services, including financial planning, portfolio management, selection of other advisors and pension consulting. They utilize a variety of compensation arrangements, including fixed fees, hourly charges, percentage of assets and performance-based fees.
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
MD
01/14/2021 - Present
Craftwork Capital LLC (Severn MD)
MD
09/25/2013 - 12/04/2014
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
06/11/2012 - 09/10/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCKVILLE MD)
MD
12/01/2010 - 06/12/2012
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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