Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lozano Diaz is a financial advisor registered with Arete Wealth Advisors, LLC and has been in the industry since October 21, 2018. Daniel is registered in California and Virginia. Daniel is a financial advisor with Arete Wealth Advisors, LLC. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Daniel is licensed to provide investment advice regarding securities of affiliates of Masterworks.io, LLC.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
IL
08/27/2019 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
CA
10/22/2018 - 08/27/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMPBELL CA)
BOTH
Issued 01/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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