Daniel Archetti
Professional Summary
Daniel Archetti is a registered financial advisor currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1999. Daniel has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION
Contact Information
Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253Phone Number
(770) 400-9862Established
Wisconsin since 02/25/1977Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/15/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Archetti's CRS (Customer Relationship Summary).
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