Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cairo is a financial advisor with over 30 years of experience in the industry. Daniel is registered with LPL Financial LLC and has held previous positions at Securities America, Inc., National Planning Corporation, Royal Alliance Associates, Inc., Fortis Investors, Inc., SME Capital Management Corporation, and Advantage Capital Corporation. Daniel is licensed to offer securities and investment advisory services in 24 states. Daniel's professional experience includes a wide range of financial services, including portfolio management, financial planning, and consulting. Daniel has also authored a book, “Own Your Future,” which focuses on investing and financial planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/16/2021 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
10/16/2017 - 12/21/2021
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
04/30/2009 - 11/10/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
06/04/1992 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
MN
06/25/1988 - 06/11/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
11/12/1987 - 06/04/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
10/31/1986 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
IA
Issued 12/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/06/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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