Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wallentin is a financial advisor at Janney Montgomery Scott LLC. Daniel has been in the financial services industry since 2021, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered in Rhode Island, Texas, and 24 other states. Daniel holds Series 66, Series 7TO, and SIE licenses. Daniel has worked at Bj's Brewhouse and Restaurant, Arooga's Grillehouse, Lewis Tree Service and Janney Montgomery Scott LLC. Daniel is dedicated to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
RI
06/13/2024 - Present
Janney Montgomery Scott LLC (Warwick RI)
RI
09/06/2021 - 10/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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