Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Peters is a financial professional with over 10 years of experience in the industry. Daniel is currently registered as a Registered Representative with Planmember Securities Corp., and is also a Registered Investment Advisor. Daniel has held positions with several financial institutions, including First Allied Securities, Inc. and Symetra Investment Services, Inc. Daniel holds a Series 6, Series 63, and Series 65 license, and is an SIE certified professional. Daniel's specializations include financial planning, pension consulting, investment advisory services, and insurance services. Planmember Securities Corp. offers a range of investment services to individuals, businesses, and institutions.
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.
Provides investment supervisory 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
HI
10/19/2016 - Present
Planmember Securities Corp. (Mililani HI)
HI
07/01/2011 - 10/17/2012
PLANMEMBER SECURITIES CORPORATION (MILILANI HI)
HI
04/03/2009 - 06/30/2011
SYMETRA INVESTMENT SERVICES, INC. (MILILANI HI)
HI
08/04/2008 - 02/12/2009
FIRST ALLIED SECURITIES, INC. (HONOLULU HI)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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