Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lew is a financial advisor with over 30 years of experience in the financial services industry. Daniel currently works with Americafirst Wealth Management, Inc. and is registered with the state of Texas as an Investment Advisor Representative. Daniel has previously worked with Equitable Distributors, Inc. and DSS Wealth Management, Inc. Daniel is also a Chartered Financial Analyst.
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.
Strategic management for diversified investment portfolios.
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.
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2
CT
08/02/2023 - Present
Americafirst Wealth Management, Inc. (Darien CT)
NA
01/29/1992 - 04/02/1993
EQUITABLE DISTRIBUTORS, INC.
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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