Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leugers is a financial advisor with Valic Financial Advisors, Inc. with over 23 years of experience in the industry. Daniel is registered with FINRA and has a Series 7, Series 66, and SIE license. Daniel is also a Certified Financial Planner and provides financial planning, portfolio management for individuals, and selection of other advisors. Daniel is located in Independence, OH and also serves clients in 32 states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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OH
07/22/2021 - Present
Valic Financial Advisors, Inc. (INDEPENDENCE OH)
NJ
05/15/2000 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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