Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lyczak is a financial advisor with over 15 years of experience in the industry. Daniel has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Prior to that, Daniel was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. from 2008 to 2009 and with LASALLE FINANCIAL SERVICES, INC. from 2005 to 2008. Daniel has Series 66, SIE, and Series 7 licenses and has a long history of providing financial services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and charitable organizations. Daniel is currently registered with the states of Illinois, Michigan, and Texas and has a strong record of providing financial advice and guidance to clients across the United States.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
06/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ANN ARBOR MI)
MI
10/05/2005 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (WESTLAND MI)
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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