Unclaimed
H. Daniel Muscatello is a financial advisor registered with LPL Financial LLC. H. Daniel has been in the industry since December 2002. H. Daniel has a Series 66 license, which allows him to offer investment advice and sell securities. H. Daniel is also registered with the states of Texas, Massachusetts, Arizona, California, Connecticut, Florida, Maine, Maryland, Missouri, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Utah, Virginia, and Wisconsin. H. Daniel also has a Series 31 license which allows him to advise and sell futures contracts. H. Daniel has also held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Bay Financial Advisors Inc..
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
MA
02/18/2009 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
12/13/2002 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
BOTH
Issued 12/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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