Daniel R. Masiello,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel R. Masiello, CFP®

Ameriprise Financial

1 Teleport Dr, Ste 206
Staten Island, NY 10311-1003
(718) 524-8450 X 206

General

Daniel Masiello is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Staten Island, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: NY NJ FLA
  • Health/disability insurance: NY NJ FLA
  • Fixed annuities: NY NJ FLA
  • Variable annuities: NY NJ FLA

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care

More

Helpful Financial Planning Resources