DA
Daniel Luiz Almeida
IAR
luiz almeida danielOVERVIEW
Daniel Luiz Almeida, who also goes by Luiz Almeida Daniel, is a registered financial advisor at ROPES WEALTH ADVISORS located in Boston, Massachusetts.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 1 firm and has passed the Series 65 exam.
Disclosures
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Advisor Information
Firm Information
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DA
Daniel Luiz Almeida
IAR
Experience: 4 years / 1 firms
CRD#: 7005527
LOCATION
The lack of due diligence on a financial advisor costs Americans billions each year. While most of our public information could help you choose the right advisor, taking a deeper dive into disclosures is going to shed a deeper light on whether or not you feel comfortable moving forward with a particular financial advisor.
Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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