Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel George Bruza is a financial advisor at LPL Financial LLC, a firm with over 27,000 registered representatives. Daniel has over 37 years of experience in the industry, holding a Series 6, 7, and 63 license as well as the Series 66 license. He has been registered with LPL Financial LLC since 2018, and previously worked with INVEST FINANCIAL CORPORATION and INTERSECURITIES, INC. Daniel specializes in financial planning, portfolio management, and investment consulting. He is a licensed insurance agent and has a strong understanding of non-variable insurance products. Daniel also provides educational seminars and consulting services for clients. He is committed to 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.
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
LA
02/14/2018 - Present
LPL Financial LLC (METAIRE LA)
LA
02/27/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (NEW ORLEANS LA)
LA
04/01/1991 - 03/05/2009
INTERSECURITIES, INC. (NEW ORLEANS LA)
NA
03/23/1981 - 04/01/1991
PW SECURITIES, INC.
BOTH
Issued 11/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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