Unclaimed
Daniel Frederick Parisi is a financial advisor registered with Valic Financial Advisors, Inc.. Daniel is licensed to provide financial advice in Illinois and Wisconsin and has been in the industry for over six years. He has a Series 7TO, Series 66 and SIE license and offers financial planning, selection of other advisors, and portfolio management services. Daniel has a strong focus on providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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2
IL
11/06/2024 - Present
Valic Financial Advisors, Inc. (CHICAGO IL)
BOTH
Issued 08/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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