Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alain Sier is a financial advisor with Valic Financial Advisors, Inc. and has been in the industry since November 6, 1994. Daniel has a strong background in securities, with a focus on individual and high net worth clients. Daniel's firm manages approximately $25.2 billion in assets for over 300,000 clients. Daniel holds several professional licenses, including Series 7, Series 31, Series 63, and Series 66. Daniel is also a registered representative in 14 states and a registered investment advisor in 12 states. Daniel offers financial planning, selection of other advisers, and portfolio management services for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
10/17/2019 - Present
Valic Financial Advisors, Inc. (LAKEWOOD CO)
MA
11/08/2006 - 03/24/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/08/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CO
09/23/2004 - 11/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
NY
01/13/2004 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
OH
01/11/2002 - 01/13/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MN
05/16/1998 - 01/25/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
OH
10/15/1997 - 01/28/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
09/21/1993 - 12/19/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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