Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Campbell is a financial professional with over 12 years of experience in the industry. He is currently registered with The Ameriflex Group in Fullerton, California. Daniel Campbell has a diverse background, having worked with several firms including SAGEPOINT FINANCIAL, INC., INDEPENDENT FINANCIAL GROUP, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel Campbell holds the Series 66, Series 7 and SIE licenses. Daniel Campbell specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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
02/01/2021 - Present
THE Ameriflex Group (Fullerton CA)
CA
02/01/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
CA
05/15/2015 - 02/01/2021
INDEPENDENT FINANCIAL GROUP, LLC (HUNTINGTON BEACH CA)
CA
03/15/2012 - 05/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALISO VIEJO CA)
CA
08/23/2011 - 02/27/2012
INDEPENDENT FINANCIAL GROUP, LLC (PASADENA CA)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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