Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph J. Danatzko is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with Hartford Securities Distribution Company, Inc. and John Hancock Distributors LLC. Joseph J. Danatzko holds a Series 7, Series 63, and Series 66 license. He specializes in providing financial advice and portfolio management services to individuals, businesses, and institutions. Joseph J. Danatzko is committed to helping clients achieve their financial goals and objectives.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
06/24/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
CT
05/26/2010 - 05/30/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
MA
07/07/2008 - 05/07/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NJ
10/20/1999 - 06/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 03/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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