Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel William Fanelli has been in the financial industry since July 27, 2000. He is currently registered with Cambridge Investment Research, Inc. Daniel holds the Series 6 and Series 63 licenses, as well as the Securities Industry Essentials Examination. He is licensed in seven states including Delaware, Florida, Maine, Massachusetts, New Jersey, Pennsylvania and South Carolina.
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.
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.
1
2
PA
08/24/2009 - Present
Cambridge Investment Research, Inc. (Reading PA)
PA
04/20/2007 - 08/25/2009
MUTUAL SERVICE CORPORATION (WYOMISSING PA)
PA
10/14/2005 - 04/20/2007
NATIONAL PLANNING CORPORATION (DOUGLASSVILLE PA)
AZ
07/28/2000 - 10/24/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Fanelli is the right advisor for you? Invested Better is here to help.
