Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Wilensky is a financial advisor in Addison, Texas. Dan has been in the industry since April 3, 2001 and is currently registered with Cambridge Investment Research, Inc. Dan has experience with the following licenses: Series 63, SIE, and Series 6. Dan is licensed to offer investment advice in 10 states. Dan has previously been registered with Royal Alliance Associates, Inc. and Signator Investors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
TX
08/31/2020 - Present
Cambridge Investment Research, Inc. (Addison TX)
TX
11/02/2018 - 09/02/2020
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
TX
04/04/2001 - 11/02/2018
SIGNATOR INVESTORS, INC. (DALLAS TX)
BC
Issued 04/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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