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 Zajac is a financial advisor with Commonwealth Financial Network. Daniel has been in the industry since 2004 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Daniel has a broad range of experience, having worked with Capital Analysts Incorporated, Lincoln Investment, and now Commonwealth Financial Network. Daniel is also a Certified Financial Planner.
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.
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
PA
04/26/2021 - Present
Commonwealth Financial Network (Exton PA)
PA
06/01/2012 - 04/26/2021
LINCOLN INVESTMENT (EXTON PA)
PA
11/04/2004 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (EXTON PA)
NY
07/20/2004 - 10/14/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
01/19/2004 - 04/19/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 01/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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