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Daniel I
Series 66, Series 65
Vero Beach, FL
UBS Financial Services
Daniel Ingraldi is a financial advisor with UBS Financial Services, holding Series 65 and Series 66 licenses and 9 years of industry experience. His career includes multiple tenures at UBS, from 2016 to 2020 and again since 2022, as well as two years at Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans that align with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and capital markets services.
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