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Daniel Pico

Nylife Securities LLC

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About Daniel Pico

Daniel Pico is a financial professional with over 18 years of experience in the financial services industry. Daniel is currently registered with Nylife Securities LLC and Eagle Strategies LLC, and holds Series 6, 63, 26, and 65 licenses. Daniel's expertise includes financial planning, portfolio management, and educational seminars. Daniel has a strong commitment to serving clients, and is dedicated to providing personalized financial guidance to help individuals and families achieve their financial goals.

Firm Information

Daniel Pico is currently registered with Nylife Securities LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Nylife Securities LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Pico’s Registration & Firm History

FL

05/17/2005 - Present

Nylife Securities LLC (WESTON FL)

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Licenses & Designations

IA

Issued 02/26/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Pico. Review regulatory record here.
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