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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jason Buster is a financial advisor based in LAKE FOREST, CA. Daniel Jason Buster has been in the industry since 2000. Daniel Jason Buster is currently registered with Valley Wealth Strategies, LLC. Previously, Daniel Jason Buster was also registered with NATIONAL PLANNING CORPORATION, SUN LIFE FINANCIAL DISTRIBUTORS, INC., ALLIANZ LIFE FINANCIAL SERVICES, LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC. and MANULIFE WOOD LOGAN, INC.. Valley Wealth Strategies, LLC is a registered investment adviser firm based in LODI, CA. Valley Wealth Strategies, LLC specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
10/20/2017 - Present
Valley Wealth Strategies, LLC (LAKE FOREST CA)
CA
10/08/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (LAKE FOREST CA)
MA
10/17/2007 - 10/15/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MN
10/01/2002 - 10/19/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
PA
02/07/2001 - 10/02/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
11/16/1999 - 12/05/2000
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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