Unclaimed
Daniel Lafferty is a financial advisor with Stancorp Equities, Inc. with over 20 years of experience in the industry. Daniel is licensed to sell securities in Delaware, District of Columbia, Maryland, New Jersey, Pennsylvania and Virginia. Daniel holds FINRA Series 6, 63, and SIE licenses. Daniel is registered with FINRA and is active in the BrokerCheck system.
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.
1
2
OR
10/24/2016 - Present
Stancorp Equities, Inc. (PORTLAND OR)
PA
04/02/2002 - 10/20/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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