Daniel Fusco Email & Phone Number
Supervisory Principal @ LPL Financial
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Daniel Fusco Location
- Florida, United States
Daniel Fusco Work
- 2024 - now Supervisory Principal @
- 2022 - 2024 Vice President - Risk Officer @
- 2020 - 2022 Vice President - Complex Risk Officer @
- 2017 - 2019 Supervisory Officer @
- 2016 - 2017 Operations Manager @
- 2015 - 2016 First Vice President, Assistant Manager of Brokerage Operations @
- 2014 - 2015 Charles Schwab Wealth Management @
- 2010 - 2014 Advisor Services Trading and Operations @
Daniel Fusco Education
- University of Central Florida
BSBA (Finance)
2005 - 2007
Daniel Fusco Skills
- Leadership
- Wealth Management
- Series 63
- Investments
- Finance
- Asset Allocation
- Financial Analysis
- Series 7
- Securities
- Mutual Funds
Daniel Fusco Summary
- Daniel Fusco, based in Florida, United States, is currently a Supervisory Principal at LPL Financial. Daniel Fusco brings experience from previous roles at Morgan Stanley and UBS. Daniel Fusco holds a 2005 - 2007 BSBA in Finance @ University of Central Florida. With a robust skill set that includes Leadership, Wealth Management, Series 63, Investments, Finance and more. Daniel Fusco has 3 emails and 1 mobile phone numbers on RocketReach.
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