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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Santillan Cotamagana is a financial advisor with LPL Financial LLC, a leading independent broker-dealer, and a Registered Investment Advisor, serving clients in Carlsbad, CA. Daniel has been in the financial services industry since 2009, and holds Series 7, Series 63, and Series 65 licenses, in addition to the SIE exam. Daniel's previous experience includes working with clients in various firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, UnionBanc Investment Services, LLC, and Transamerica Financial Advisors, Inc. His expertise lies in providing financial planning, investment management, and consulting services to individuals, high-net-worth individuals, businesses, and corporations.
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.
Consulting and other non-discretionary advisory services
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
CA
07/26/2024 - Present
LPL Financial LLC (CARLSBAD CA)
CA
09/16/2015 - 07/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ESCONDIDO CA)
CA
10/08/2012 - 08/31/2015
UNIONBANC INVESTMENT SERVICES, LLC (CARLSBAD CA)
CA
05/02/2012 - 09/18/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (VISTA CA)
IL
12/15/2010 - 04/27/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
03/17/2010 - 08/03/2010
UNIONBANC INVESTMENT SERVICES, LLC (ENCINITAS CA)
CA
09/21/2007 - 07/09/2009
UNIONBANC INVESTMENT SERVICES, LLC (ESCONDIDO CA)
IA
Issued 06/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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