![Daniel Taormina, financial advisor Bayonne NJ](/img/ws/profile-blank-sq.png)
Daniel Taormina (CRD# 5676352) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
![Mark Abadir, financial advisor Bayonne NJ](/img/ws/profile-blank-sq.png)
CRD# 2130640
Ameriprise Financial Services, LLC
![Raymond Abbate, financial advisor Bayonne NJ](/img/ws/profile-blank-sq.png)
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Tfs Securities, Inc. | Lincroft, NJ | May 2009 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- NJ
- VA
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Total Assets Under Management1,318MILLIONS
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Total Number of Accounts5,238ACCOUNTS
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Average Account Value$251,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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