Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alcala is a financial advisor with Global Retirement Partners LLC. Daniel has been in the financial services industry since 2006. Daniel has a broad range of experience, including working with high-net-worth individuals, corporations, and retirement plans. Daniel is a registered investment advisor representative.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
02/03/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
03/22/2019 - 01/02/2020
E*TRADE SECURITIES LLC (ROSEVILLE CA)
CA
10/16/2018 - 03/14/2019
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
05/16/2018 - 09/04/2018
SECURITIES AMERICA, INC. (SANTA CRUZ CA)
CA
12/08/2016 - 03/16/2018
SECURITIES AMERICA, INC. (SAN JOSE CA)
AZ
07/01/2015 - 12/08/2016
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
CA
10/06/2014 - 06/30/2015
BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
10/22/2013 - 09/10/2014
UBS FINANCIAL SERVICES INC. (SAN MATEO CA)
CA
02/06/2013 - 10/21/2013
AXA ADVISORS, LLC (SAN MATEO CA)
CA
06/24/2005 - 01/22/2013
SCOTTRADE, INC. (SAN BRUNO CA)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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