Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jeffery is a financial advisor with over 25 years of experience in the financial services industry. He currently works with Commonwealth Financial Network and has previously worked with several other firms including Lincoln Financial Advisors Corporation, Signator Investors, Inc., and IBN Financial Services, Inc. Daniel holds multiple licenses and designations, including Series 6, 7, and 63 licenses, as well as the Certified Financial Planner designation. Daniel has experience providing financial planning services to individuals, families, and businesses. He 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.
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.
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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NY
06/29/2021 - Present
Commonwealth Financial Network (SYRACUSE NY)
NY
06/15/2006 - 11/05/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
MA
09/10/2004 - 06/21/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
09/18/2001 - 11/16/2004
IBN FINANCIAL SERVICES, INC. (LIVERPOOL NY)
NY
01/01/1999 - 07/10/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
07/11/1996 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/06/1991 - 09/20/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 07/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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