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Daniel J. Candura

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CRD#: 1074045
DC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Joseph Candura was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1982. Daniel had worked at 6 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 20, 2005 - December 19, 2019

PENNYTREE ADVISORS, LLC

RIA
CRD#: 137310
BRAINTREE, MA
Past

June 26, 2002 - September 15, 2005

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
WALTHAM, MA
Past

June 21, 2002 - September 15, 2005

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

October 22, 1991 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

BD
CRD#: 10518
MINNEAPOLIS, MN
Past

March 3, 1989 - June 11, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 15, 1982 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

November 15, 1982 - June 11, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/8/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PENNYTREE ADVISORS, LLC
CANDURA, DANIEL JOSEPH | PENNYTREE ADVISORS, LLC

CRD#: 137310 / SEC#:

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Contact information


Main Address
74 Fells Pond Rd, Mashpee, MA 02649-4110
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PENNYTREE ADVISORS, LLC

CRD#: 137310

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