Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David Thomason is a financial advisor with over 25 years of experience in the industry. Daniel is currently registered with Lifestyle Asset Management, Inc., a firm with a strong reputation for providing comprehensive financial services. Daniel specializes in financial planning, portfolio management, and pension consulting. Daniel is also registered to provide investment advisory services to individuals, businesses, and pension plans. Daniel holds the Series 6, 7, and 65 licenses. Daniel is a Chartered Financial Consultant and has a strong commitment to providing his clients with personalized financial advice.
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.
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.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/24/2017 - Present
Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)
TX
07/25/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Texas CIty TX)
TX
08/30/2005 - 08/01/2016
MML INVESTORS SERVICES, LLC (FRIENDSWOOD TX)
IN
10/15/2001 - 08/16/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NJ
12/05/1996 - 10/18/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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