Daniel Joseph Ferrara

Current Employers

Employment History

• 06/2008 → 12/2024
  Fusion Financial Group
  Elmsford, NY
• 04/2016 → Present
  Kestra Investment Services, Llc.
  Valhalla, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Valhalla, NY

Other Businesses

Name: Ash Brokerage Investment Related: Yes Address: 7609 west jefferson blvd fort wayne IN 46804 Nature of Business: Insurance Position, Title or Relationship: Other,I primarily use Ash Brokerage for term, UL and LTC products Start Date: 6/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: sales of insurance Name: Ferrara Financial Investment Related: Yes Address: 555 Taxter Road Suite 190 Elmsford NY 10523 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Owner, President Start Date: 1/6/2009 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: financial planning practice, sales of financial and other relevant financial products Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: WATERWAY WEALTH ADVISORS POSITION: independent contractor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 35 SECURITIES TRADING HOURS: 100 START DATE: 02/09/2026 ADDRESS: 500 Summit Lake Dr, Ste 120, Valhalla NY 10595, United States DESCRIPTION: Financial services Name: WESTCHESTER BENEFIT GROUP DBA WATERWAY WEALTH ADVISORS POSITION: independent contractor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 100 START DATE: 02/09/2026 ADDRESS: 500 Summit Lake Dr, Ste 120, Valhalla NY 10595, United States DESCRIPTION: Financial services

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-29

Other Names

• Daniel Joseph Ferrara
• Daniel J Ferrara