Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leon is a financial advisor who is registered with Equitable Advisors, LLC. Daniel Leon is a Registered Representative and an Investment Advisor Representative and has been in the industry since 2017. Daniel Leon holds the Series 66, Series 7 and SIE licenses and has 5 years of experience. Daniel Leon is located in Boca Raton, Florida and specializes in retirement planning, college savings planning, insurance and other financial services. Daniel Leon focuses on providing financial services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
08/24/2021 - Present
Equitable Advisors, LLC (BOCA RATON FL)
BOTH
Issued 05/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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