Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lipsitz is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently registered with Osaic Wealth, Inc. Daniel has been with Osaic Wealth, Inc. since June 2024. Prior to joining Osaic Wealth, Inc., Daniel was registered with Securities America, Inc. for over 16 years. Daniel holds a Series 6, Series 63, and SIE securities licenses. Daniel is also a registered Investment Advisor Representative in the state of New York. Daniel specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
09/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
05/10/2004 - 09/05/2007
LINCOLN INVESTMENT PLANNING, INC. (AMHERST NY)
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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