Unclaimed
Daniel Spickard is a financial advisor currently registered with Park Avenue Securities LLC. Daniel is a veteran of the industry, having joined the financial services industry on July 14, 2003. Daniel has experience working with a range of clients, including individuals, families, businesses, and charitable organizations. Daniel is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
03/01/2006 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
NJ
07/11/2003 - 02/03/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 09/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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