Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Obrien is a financial professional with over 30 years of experience in the financial services industry. Daniel is currently registered as an Investment Advisor Representative and a Registered Representative with Lifemark Securities Corp. Daniel is also an Independent Insurance Agent in Bonney Lake, WA. Prior to joining Lifemark Securities Corp., Daniel was a Registered Representative with Foresters Equity Services, Inc. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel is dedicated to providing personalized financial advice and service to his clients. Daniel is also a member of the Parish Pastoral Council.
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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2
CA
11/01/2018 - Present
Lifemark Securities Corp. (Pittsburg CA)
CA
11/01/1991 - 11/06/2018
FORESTERS EQUITY SERVICES, INC. (MARTINEZ CA)
VT
07/02/1987 - 12/31/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
09/12/1984 - 05/11/1987
SMA EQUITIES, INC.
NA
05/31/1984 - 06/14/1984
THE BALANCED PROGRAM SECURITIES, INC.
IA
Issued 09/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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