Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Beltran is a financial advisor with LPL Financial LLC. Daniel has been working in the financial services industry since 2005 and is registered with FINRA and the state of Texas. Daniel Beltran is also a CERTIFIED FINANCIAL PLANNER™. Daniel Beltran offers financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel Beltran is located in PLEASANTON, CA.
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.
1
2
CA
01/10/2024 - Present
LPL Financial LLC (PLEASANTON CA)
CA
06/14/2017 - 04/05/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WALNUT CREEK CA)
CA
07/30/2015 - 06/15/2017
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
09/01/2011 - 08/04/2015
CETERA ADVISOR NETWORKS LLC (PLEASANTON CA)
CA
02/10/2006 - 07/14/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
CA
02/10/2006 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SAN RAMON CA)
MA
01/21/2005 - 12/09/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/21/2005 - 12/09/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Beltran is the right advisor for you? Invested Better is here to help.
