Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bezanson is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry since 2008. Daniel has a Series 63 license, a Series 4, a Series 53, a Series 24, a Series 52TO, a SIE, and a Series 7 license. Daniel is registered in all 50 states plus Puerto Rico and the Virgin Islands.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
06/06/2024 - Present
LPL Financial LLC (FORT MILL SC)
PA
05/06/2024 - 05/24/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
06/05/2019 - 05/08/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
PA
05/07/2015 - 05/08/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (RADNOR PA)
PA
03/25/2022 - 07/26/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
05/12/2010 - 01/05/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NH
10/24/2007 - 01/05/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
BC
Issued 03/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/23/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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