Daniel GimmelliCRD Number: 5453053
Current Firm: Usaa Financial Planning Services
Daniel Gimmelli (CRD# 5453053) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors Inc.||Phoenix, AZ||Feb 2010 - Current||7|
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2010 - Current||7|
|Morgan Stanley Smith Barney||Scottsdale, AZ||Jun 2009 - Feb 2010||< 1|
|Citigroup Global Markets, Inc.||Scottsdale, AZ||Nov 2007 - Jun 2009||1|
|Mervyns||Phoenix, AZ||Dec 2005 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV