Daniel M. Brunello
Professional summary
Daniel M Brunello, who also goes by Dan Brunello, is a registered financial professional currently at HOLLISTER ASSOCIATES, LLC located in Mount Pleasant, South Carolina.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel M Brunello's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2024 - Present
HOLLISTER ASSOCIATES, LLC
July 24, 2022 - July 28, 2023
HOLLISTER ASSOCIATES, LLC
June 6, 2018 - July 31, 2020
W G SECURITIES, LLC
March 1, 2017 - May 15, 2017
GROWTHCAP PARTNERS, LLC
October 4, 2013 - June 1, 2016
WELLS FARGO SECURITIES, LLC
May 21, 2008 - September 23, 2013
DEUTSCHE BANK SECURITIES INC.
September 20, 2004 - June 6, 2006
LPL FINANCIAL LLC
July 10, 2002 - December 20, 2002
WORLDCO, L.L.C.
March 1, 2000 - May 1, 2000
ABN AMRO INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/3/2024)
(10/3/2024)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 55
Date: 8/24/2002
Limited Representative-Equity Trader ExamFINRA
Current Firm
HOLLISTER ASSOCIATES, LLC
CRD#: 173366 / SEC#: , 8-69538
Contact information
FINRA licenses (52 States and Territories)
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.
