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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Enrique Luna is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel Luna has been working in the financial services industry since 2008. Daniel Luna is registered with FINRA and the state of Florida. Daniel Luna has previously worked at CETERA INVESTMENT SERVICES LLC, NEXT FINANCIAL GROUP, INC., FIRST COMMAND FINANCIAL PLANNING, INC., and INTERSECURITIES, INC. Daniel Luna holds the Series 6, 7, and 63 licenses and is also a Certified Financial Planner. Daniel Luna specializes in providing financial planning and investment consulting services to individual, business, and institutional clients.
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.
Investment consulting services to institutional clients
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
FL
03/20/2023 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
FL
09/11/2013 - 12/01/2020
CETERA INVESTMENT SERVICES LLC (CELEBRATION FL)
FL
06/12/2012 - 09/13/2013
NEXT FINANCIAL GROUP, INC. (ORLANDO FL)
FL
08/04/2009 - 06/15/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (ORLANDO FL)
FL
11/24/2008 - 08/04/2009
INTERSECURITIES, INC. (ORLANDO FL)
BC
Issued 06/27/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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