Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lalima is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Allstate Financial Services, LLC in New York. Prior to joining Allstate Financial Services, LLC, Daniel worked at Brown Brothers Harriman & Co. in New York. Daniel holds Series 63, 65, 7 and SIE licenses and is registered with the state of New York.
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.
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NY
02/08/2018 - Present
Allstate Financial Services, LLC (Plainview NY)
NE
01/05/2018 - 02/08/2018
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
04/10/2009 - 02/04/2016
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
10/01/2000 - 12/24/2008
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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