Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Safranek is a financial advisor registered with Lincoln Investment and Capital Analysts. Daniel has been in the financial services industry for over 35 years and has held licenses in over 20 states. Daniel specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He has experience working with a variety of clients including high net worth individuals, corporations, and pension and profit-sharing plans.
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.
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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2
NY
03/25/2021 - Present
Lincoln Investment (SMITHTOWN NY)
FL
01/31/1991 - 03/11/1992
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
PA
01/18/1991 - 02/05/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
FL
12/17/1985 - 01/28/1991
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 05/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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