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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 Demarco is a financial advisor with over 25 years of experience in the industry. Daniel is currently registered with Global Retirement Partners LLC and is also licensed in 21 states. Daniel has a diverse background, having worked with several firms like Putnam Retail Management Limited Partnership, Fidelity Investments Institutional Services Company, Inc, and ADP Inc. In addition to his experience, Daniel has several industry certifications, including the Series 6, Series 7, and Series 63 licenses. Daniel primarily works with high-net-worth individuals, corporations, and pension and profit-sharing plans. He specializes in financial planning, pension consulting, and selection of other advisers.
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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MA
01/07/2025 - Present
Global Retirement Partners LLC (Boston MA)
MA
12/07/2009 - 07/21/2010
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
09/13/2004 - 06/17/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
01/06/1997 - 08/17/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 09/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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