Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Plascencia is a registered representative with LPL Financial LLC. Daniel has been in the industry since 2023 and has experience with Charles Schwab & Co., Inc. Daniel holds the Series 7TO and SIE licenses and has worked for various companies over the years including Allied Universal, World Financial Group, Securitas, Mountain View Police Department, Charles Schwab Bank SSb, EXCITE CREDIT UNION, and LPL Financial LLC. Daniel offers a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, educational seminars and consulting and other non-discretionary advisory services.
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.
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2
CA
10/07/2024 - Present
LPL Financial LLC (SAN JOSE CA)
CA
04/23/2024 - 07/23/2024
CHARLES SCHWAB & CO., INC. (Los Gatos CA)
BC
Issued 04/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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