Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Laczynski is a financial advisor with over 20 years of experience in the industry. Currently, Daniel is affiliated with Charles Schwab & Co., Inc. in Chicago, IL, where he has been registered since January 2019. Prior to joining Charles Schwab, Daniel worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nearly nine years, and previously with BANC OF AMERICA SECURITIES LLC. Daniel's background includes experience at several other firms, including BANC OF AMERICA FINANCE SERVICES, INC., REFCO SECURITIES, LLC and BANC ONE SECURITIES CORPORATION. Daniel holds the Series 3, 4, 7, 24 and 63 licenses, as well as the SIE exam.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
01/09/2019 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
11/01/2010 - 01/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/10/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
NY
07/27/2005 - 04/25/2008
BANC OF AMERICA FINANCE SERVICES, INC. (NEW YORK NY)
NY
08/08/2000 - 07/19/2005
REFCO SECURITIES, LLC (NEW YORK NY)
IL
03/09/2000 - 07/27/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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