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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lyon is a financial advisor at Fisher Investments. Daniel has been a registered representative for over 12 years. Daniel has experience in a variety of financial sectors, including investment banking, wealth management, and insurance. Daniel holds multiple licenses and certifications, including Series 6, 7, 63, and 66. Daniel specializes in providing financial planning and portfolio management services to individuals, corporations, and investment companies. Daniel is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/12/2024 - Present
Fisher Investments (PLANO TX)
CA
10/30/2019 - 04/05/2024
CITIGROUP GLOBAL MARKETS INC. (Newbury Park CA)
CA
08/14/2018 - 10/16/2019
J.P. MORGAN SECURITIES LLC (VENTURA CA)
CA
03/29/2017 - 06/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OXNARD CA)
CA
02/01/2012 - 03/21/2017
NYLIFE SECURITIES LLC (OXNARD CA)
BOTH
Issued 05/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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