Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christian Dearing is a financial advisor who has been in the industry since 2003. Daniel is currently registered with SPC and has been with them since 2011. Prior to that, Daniel was with Jefferson Pilot Securities Corporation and New England Securities. Daniel holds the Series 6, Series 63, Series 65 and SIE securities licenses. In addition to his advisory work, Daniel is the president of Professional Retirement Services, Inc, offering financial services and life and health insurance through various companies. Daniel is also the owner of a company that buys and sells sports cards online.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
FL
04/25/2011 - Present
SPC (JACKSONVILLE FL)
IN
04/30/2004 - 07/01/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
02/12/2002 - 09/03/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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