Individual Firm
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Daniel Edward DiCandilo
CRD#: 2927466
IA
B
EDWARD JONESCRD#: 250 210 SOUTH RAILROAD AVENUE
ASHLAND, VA 23005
ASHLAND, VA 23005
0
Disclosures
27
Years of Experience
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State Registrations
B
Connecticut 12/10/2020
B
Pennsylvania 9/23/2013
B
Florida 6/2/2014
B
South Carolina 1/26/2017
B
Georgia 11/30/2016
B
Virginia 7/30/2013
B
Missouri 1/26/2017
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Virginia 9/23/2013
B
New Jersey 12/10/2020
B
West Virginia 9/23/2013
B
North Carolina 4/1/2015
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 9/23/2013
B
Registered with this firm since 6/11/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 12/03/2012 - 05/06/2013 | WAYNE, PA | |
B | 09/04/1997 - 12/03/2012 | RADNOR, PA |
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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.