Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bennett is a financial professional with over 20 years of experience in the industry. He is currently registered with Advanced Portfolio Strategies as a Registered Representative and Investment Advisor Representative. Daniel has a deep understanding of the financial markets and provides a wide range of investment services to individuals, families, and businesses. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/27/2019 - Present
Advanced Portfolio Strategies (TORRANCE CA)
CA
07/16/2010 - 11/10/2016
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
11/11/2003 - 06/11/2010
NYLIFE SECURITIES LLC (LOS ANGELES CA)
NA
11/28/2001 - 10/11/2002
ESPIRITO SANTO SECURITIES INC. (MADRID )
CA
03/22/2001 - 05/01/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NA
01/21/1999 - 06/09/2000
ESPIRITO SANTO SECURITIES INC. (MADRID )
FL
10/27/1997 - 01/07/1999
FINANTIA BROKERS LTD (MIAMI FL)
NY
01/25/1993 - 09/08/1994
DRAKE CAPITAL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 06/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1993
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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