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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 Pelczarski is a financial advisor with LPL Financial LLC in Wexford, PA. Daniel has been in the industry since 2011 and has experience with New England Securities, MetLife Securities Inc., MML Investors Services, LLC, and Lincoln Financial Securities Corporation. Daniel is a registered representative and investment advisor representative in Pennsylvania and holds the Series 63, 65, 7, and SIE licenses. Daniel also has experience with non-variable insurance, real estate rental, and consulting services.
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.
1
2
PA
08/05/2024 - Present
LPL Financial LLC (WEXFORD PA)
PA
09/21/2017 - 08/08/2024
OSAIC FS, INC. (WEXFORD PA)
PA
03/25/2017 - 09/25/2017
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
12/09/2011 - 01/02/2015
NEW ENGLAND SECURITIES (PITTSBURGH PA)
PA
02/02/2011 - 10/21/2011
WADDELL & REED, INC. (PITTSBURGH PA)
BC
Issued 02/10/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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