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DANIEL CARMEN DANESE
DAN DANESE
CRD#: 1370644
IA
B
LEGACY SOLUTIONS, LLCCRD#: 323360 206 N UNION ST
KENNETT SQUARE, PA 19348
KENNETT SQUARE, PA 19348
LINCOLN INVESTMENTCRD#: 519 206 North Union Street
KENNETT SQUARE, PA 19348
KENNETT SQUARE, PA 19348
0
Disclosures
39
Years of Experience
View By:
State Registrations
B
Delaware 6/1/2012
B
Ohio 6/1/2012
B
Florida 6/2/2012
B
Oregon 8/30/2016
B
Georgia 6/5/2019
B
Pennsylvania 6/1/2012
B
Maine 5/17/2019
IA
Pennsylvania 6/1/2012
B
Maryland 6/1/2012
B
South Carolina 6/1/2012
B
Nevada 8/29/2018
B
Tennessee 2/24/2022
B
New Jersey 6/1/2012
B
Utah 3/23/2020
IA
New Jersey 6/1/2012
B
Virginia 6/1/2012
B
New Mexico 8/8/2018
B
Washington 12/4/2023
B
New York 6/1/2012
B
West Virginia 12/4/2023
B
North Carolina 11/29/2012
SRO Registrations
B
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IA
Registered with this firm since 11/22/2022
IA
Registered with this firm since 6/4/2012
IA
Registered with this firm since 6/1/2012
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Registered with this firm since 6/1/2012
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/20/2006 - 06/01/2012 | KENNETT SQUARE, PA | |
B | 11/01/2004 - 06/01/2012 | KENNETT SQUARE, PA | |
IA | 11/01/2002 - 11/01/2004 | KENNETT SQUARE, PA | |
B | 11/01/2002 - 11/01/2004 | DES MOINES, IA | |
B | 11/14/2001 - 11/06/2002 | NEWARK, DE | |
B | 06/10/1999 - 11/01/2001 | NEWARK, DE | |
B | 06/25/1996 - 04/08/1999 | NEWARK, NJ | |
B | 06/15/1993 - 04/11/1996 | NEW YORK, NY | |
B | 07/16/1985 - 04/23/1993 | NEWARK, NJ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.