Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Benster is an active Investment Advisor Representative with LPL Financial LLC in Langhorne, PA. Daniel has been working in the financial services industry since September 1994. Daniel has been registered with LPL Financial LLC since July 2021. Before LPL Financial LLC, Daniel was with Waddell & Reed, Inc. and Janney Montgomery Scott LLC. Daniel holds the Series 63, Series 65, Series 7 and SIE licenses. Daniel's specialties include investment advisory, financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
1
2
PA
07/21/2021 - Present
LPL Financial LLC (LANGHORNE PA)
PA
11/13/2020 - 07/21/2021
WADDELL & REED (LANGHORNE PA)
PA
05/26/2009 - 11/20/2020
JANNEY MONTGOMERY SCOTT LLC (New Hope PA)
PA
12/19/2002 - 05/27/2009
WELLS FARGO ADVISORS, LLC (WASHINGTON CROSSING PA)
NY
09/09/1994 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Benster is the right advisor for you? Invested Better is here to help.
