Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J. David is a financial professional who is registered with the state of North Carolina and other states. Daniel David is currently employed by Alight Financial Solutions, LLC, a firm based in Charlotte, North Carolina. Daniel David has been in the financial industry since 2020 and has earned 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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NC
02/11/2020 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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