Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Levy is a financial professional with experience in the securities industry. Daniel Levy is currently registered with Pacific Select Distributors, LLC in Newport Beach, California. Daniel Levy previously worked for Farmers Financial Solutions, LLC in Calabasas, California. Daniel Levy holds the Series 63, Series 6TO, and SIE licenses.
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.
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.
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2
CA
07/14/2023 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
12/20/2022 - 04/10/2023
FARMERS FINANCIAL SOLUTIONS, LLC (CALABASAS CA)
BC
Issued 01/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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