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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 Thomas Bardelli is a financial professional with over 25 years of experience in the financial services industry. Daniel is currently registered with LPL Enterprise, LLC as an Investment Advisor Representative. Daniel has been registered in this capacity since 4/3/2024. Prior to joining LPL Enterprise, LLC, Daniel was employed at LIQUIDNET, INC. and TP ICAP GLOBAL MARKETS AMERICAS LLC. Daniel has a broad background in the financial services industry, including experience in various roles such as securities trader, operations professional, and limited representative-equity trader. Daniel holds several industry certifications, including Series 7, Series 66, Series 52, Series 53, Series 57, and Series 99. Daniel has extensive experience working with individuals, businesses, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
SC
04/03/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
NY
04/06/2023 - 09/08/2023
LIQUIDNET, INC. (NEW YORK NY)
NY
03/02/2022 - 09/08/2023
TP ICAP GLOBAL MARKETS AMERICAS LLC (NEW YORK NY)
NY
11/24/2015 - 06/30/2023
TULLETT PREBON FINANCIAL SERVICES LLC (New York NY)
NY
01/07/2014 - 11/20/2015
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NY
08/08/2014 - 01/09/2015
SIEBERT, BRANDFORD, SHANK & CO., L.L.C. (NEW YORK NY)
NY
07/16/2002 - 09/09/2013
STOCK USA EXECUTION SERVICES, INC (CARMEL NY)
NY
11/20/2000 - 04/18/2002
BLACKWOOD SECURITIES, LLC (NEW YORK NY)
CA
08/01/1999 - 08/31/2000
STOCK USA, INC. (EL CAJON CA)
NY
03/10/1998 - 07/13/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
11/05/1997 - 01/30/1998
ADOLPH KOMORSKY HOFFMAN & ASSOCIATES LTD (TARRYTOWN NY)
NY
04/01/1997 - 09/26/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/2002
Series 4 - Registered Options Principal Examination
BC
Issued 02/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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