Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Valenzuela is a financial advisor at LPL Financial LLC in BOULDER, CO. Daniel has been in the financial services industry since 1984 and has a wide range of experience. Daniel has a Series 6, 7, 24, and 63 license and is a Certified Financial Planner. Daniel previously worked at WADDELL & REED and PRUCO SECURITIES CORPORATION. Daniel provides a variety of services to individual and business clients, including financial planning, portfolio management, and investment consulting.
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
CO
07/21/2021 - Present
LPL Financial LLC (BOULDER CO)
CO
05/01/1997 - 07/21/2021
WADDELL & REED (BOULDER CO)
NJ
08/28/1989 - 05/15/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/28/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
04/15/1981 - 04/30/1985
ENGLER AND BUDD COMPANY
NA
07/01/1980 - 04/12/1981
AMERICAN WESTERN SECURITIES, INC.
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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