Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stephen Giuntini is a financial advisor with over 17 years of experience in the industry. Daniel Stephen Giuntini is currently registered with Charles Schwab & CO., Inc. in Scarsdale, NY. Daniel Stephen Giuntini is also registered in 18 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas. Daniel Stephen Giuntini is licensed to provide investment advice and securities brokerage services. Prior to joining Charles Schwab & CO., Inc., Daniel Stephen Giuntini has held positions at TD AMERITRADE, INC., CHASE INVESTMENT SERVICES CORP., CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES and POINTE CAPITAL, LLC.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Scarsdale NY)
NY
10/18/2010 - 07/29/2024
TD AMERITRADE, INC. (Scarsdale NY)
NY
12/02/2009 - 09/29/2010
CHASE INVESTMENT SERVICES CORP. (WHITEPLAINS NY)
NY
05/29/2007 - 06/22/2009
CITIGROUP GLOBAL MARKETS INC. (WESTBURY NY)
NY
11/15/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SOUTH WESTBURY NY)
NY
12/13/2005 - 04/28/2006
POINTE CAPITAL, LLC (HUNTINGTON NY)
IA
Issued 03/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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