Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Irizarry is a financial advisor with Ascensus Investment Advisors, LLC. Daniel has been in the industry since 2010. Daniel holds a Series 63 and Series 66 license. Daniel is registered in California and Massachusetts. Daniel previously worked with Newport Group Securities, Inc., Equitable Distributors, LLC, MissionSquare Investment Services, Commonwealth Financial Network, Equitable Advisors, LLC, MML Distributors, LLC, LPL Financial LLC, and Northwestern Mutual 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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
CA
03/13/2024 - Present
Ascensus Investment Advisors, LLC (Visalia CA)
FL
07/22/2022 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NC
03/30/2022 - 06/14/2022
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
DC
12/15/2021 - 03/08/2022
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
CA
01/28/2021 - 10/15/2021
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
04/28/2020 - 01/06/2021
EQUITABLE ADVISORS, LLC (WOODLAND HILLS CA)
MA
08/04/2014 - 10/31/2019
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
TX
09/10/2013 - 01/22/2014
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
TX
05/13/2013 - 10/03/2013
LPL FINANCIAL LLC (AUSTIN TX)
ID
03/16/2010 - 05/14/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOISE ID)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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