Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Valentine is a financial advisor who has been in the industry since May 1991. Daniel is currently registered with Capital Synergy Partners and CPS Financial & Insurance Services, Inc. Daniel is a Series 6, Series 26 and Series 63 licensed advisor. Daniel specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. Daniel has a significant experience working with high-net-worth individuals and individuals other than high-net-worth.
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.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
05/25/2023 - Present
Capital Synergy Partners (IRVINE CA)
AZ
09/29/2003 - 11/20/2009
FINANCIAL WEST GROUP (PHOENIX AZ)
CA
04/12/2002 - 05/25/2004
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
IA
05/26/1999 - 04/17/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
AL
12/03/1997 - 07/08/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
03/18/1997 - 09/25/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
09/27/1990 - 09/19/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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