Dan Ortoli Email & Phone Number

As a Financial Advisor and Financial Services Executive I partner with Barnum Financial Group so that I can offer my clients a wide array of financial products combined with first class client service. My mission is to educate my clients and help guide them to financial independence and security providing them with the personal attention they deserve, while reflecting on their personal values, objectives and goals. Working with Barnum allows my clients to take advantage of the many resources of this first class firm. Barnum considers our clients’ needs, goals, and dreams to be of the highest priority. Financial Services Representatives with our firm believe in the value of long-term relationships, service, integrity, and uncompromising quality. I have over 27 years of experience in the Finance Industry and hold Series 6, 7, 26 and 65 securities registrations and am licensed to sell Life and Health and Property and Casualty Insurance. I graduated from Southern Connecticut State University with a Bachelor of Science Degree in Management and am also a graduate of the Life Underwriting Training Council Program. I I am a Million Dollar Round Table - Life & Qualifying Member and have earned the distinctions of Leaders Conference Qualifier, as well as a Management Leaders Conference Qualifier. My wife, Susan and I, reside in Shelton, CT and have three children, Joseph, Michael, and Jillian. I served as President of the National Association of Insurance and Financial Advisors, am a member of the American Red Cross and participate in the Junior Achievement program. My hobbies include coaching high school football, basketball and lacrosse. In my free time, I also enjoys boating and fishing.

Listed skills include Retirement Planning, Mutual Funds, Investments, Wealth Management, and 8 others.

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  Financial Advisor, Financial Services Representative, Investment Advisor Representative

  Barnum Financial Group

  Aug 1989 - Present - Shelton, Ct

  Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel: 203-513-6000.

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  Southern Connecticut State University

  Business And Marketing