Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Cristina Ricaldone is a financial advisor at LPL Financial LLC, and has been in the industry since July 10, 2010. Daniela has been registered with the state of California since November 16, 2021, and has held previous roles at JPMorgan Securities LLC, Morgan Stanley, Sterne Agee Financial Services, Inc., and UBS Financial Services Inc. Daniela has experience providing a range of financial services, including financial planning, portfolio management for individuals and businesses, and consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/16/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/26/2020 - 11/02/2021
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
12/19/2016 - 06/10/2020
MORGAN STANLEY (CARLSBAD CA)
FL
11/26/2014 - 09/13/2016
STERNE AGEE FINANCIAL SERVICES, INC. (MIAMI FL)
FL
06/17/2009 - 07/01/2014
UBS FINANCIAL SERVICES INC. (MIAMI FL)
BOTH
Issued 11/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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