Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Belzasar Tercero is a financial professional with over 16 years of experience in the industry. Daniel is currently registered with Allstate Financial Services, LLC in Sunrise, Florida. Prior to his current role, Daniel was employed at WELLS FARGO ADVISORS, LLC and WAMU INVESTMENTS, INC.. Daniel holds the Series 6, Series 63, and SIE licenses and is registered in California and Florida.
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.
1
2
FL
05/04/2012 - Present
Allstate Financial Services, LLC (Sunrise FL)
FL
04/14/2008 - 02/24/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
04/03/2006 - 03/07/2008
WAMU INVESTMENTS, INC. (MIAMI FL)
BC
Issued 05/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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