Daniel Cincera, financial advisor Chandler AZ
78 score

Daniel Cincera

CRD Number: 6153848
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Cincera (CRD# 6153848) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch,pierce, Fenner & Smith Incorporated Chandler, AZ Nov 2012 - Current 4
Bank Of America N.a. Tempe, AZ Oct 2009 - Nov 2012 3
Corporate Job Bank Tempe, AZ Mar 2009 - Oct 2009 < 1
Unemployed Gilbert, AZ Nov 2008 - Mar 2009 < 1
Adon Network Phoenix, AZ Jan 2008 - Oct 2008 < 1
Maricopa Mortgage Phoenix, AZ Apr 2006 - Jan 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Cincera
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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