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 10 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||8|
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2010 - Current||8|
|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