Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel E. Cwik is a financial advisor with LPL Financial LLC in WAPPINGERS FALLS, NY. Daniel has been working in the financial services industry since 2009. Daniel holds Series 66, SIE and Series 7 licenses. Daniel is registered to provide investment advice in 25 states including Alaska, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington and Wisconsin. Daniel also has prior experience with Securities America, Inc. and AXA Advisors, LLC. Daniel is a member of Hudson Valley Federal Credit Union and provides investment-related services for the organization.
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.
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NY
06/25/2024 - Present
LPL Financial LLC (WAPPINGERS FALLS NY)
NY
01/07/2010 - 10/01/2010
SECURITIES AMERICA, INC. (HIGHLAND NY)
NY
07/20/2009 - 11/17/2009
AXA ADVISORS, LLC (POUGHKEEPSIE NY)
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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