Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aceti is a financial advisor based in Charlotte, NC. Daniel has been in the financial services industry since 1988 and holds several licenses and certifications. Daniel currently works at Lion Street Advisors, LLC. Prior to joining Lion Street Advisors, LLC, Daniel was a registered representative at KESTRA INVESTMENT SERVICES, LLC.
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.
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
NC
08/25/2023 - Present
Lion Street Advisors, LLC (Charlotte NC)
NC
01/18/2007 - 08/25/2023
KESTRA INVESTMENT SERVICES, LLC (Charlotte NC)
NC
12/07/2004 - 01/24/2007
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
MA
04/18/2001 - 12/09/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/17/1989 - 04/12/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/22/1989 - 08/23/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/19/1988 - 03/04/1989
HOME LIFE INSURANCE COMPANY
NA
10/19/1988 - 03/04/1989
W. S. GRIFFITH & CO., INC.
IA
Issued 12/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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