Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bergan is a financial advisor with Lion Street Financial, LLC, located in Atlanta, GA. Daniel has been working in the financial services industry since 2011. Daniel holds Series 6, 7, 24, 63 and SIE licenses and is registered to offer securities and investment advice in 52 states. Daniel was previously employed with Mercer Allied Company, LP., Lincoln Financial Distributors, Inc., Raymond James & Associates, Inc., The Leaders Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
GA
05/23/2023 - Present
Lion Street Financial, LLC (Atlanta GA)
GA
08/03/2020 - 04/26/2023
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
PA
05/16/2018 - 08/27/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
04/03/2017 - 05/14/2018
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
CO
01/03/2017 - 03/29/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
06/06/2012 - 11/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
PA
12/24/2010 - 06/01/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWTOWN PA)
IA
Issued 03/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Bergan is the right advisor for you? Invested Better is here to help.
