Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Laforest is a financial advisor with over 14 years of experience in the industry. Daniel has a proven track record of providing investment advice and financial planning services to individuals and businesses. Daniel is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Daniel has been registered with the Securities and Exchange Commission since 2008. In addition to their professional work, Daniel has a strong passion for supporting high school students and their athletic endeavors. Daniel is a co-owner and host of a state-wide sports show discussing high school sports. Daniel also co-founded a scholarship fund for local high school students who have excelled on the field and in the classroom.
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.
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.
1
2
FL
02/17/2022 - Present
Kestra Advisory Services, LLC (MELBOURNE FL)
FL
02/28/2019 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
09/10/2013 - 03/01/2019
NEXT FINANCIAL GROUP, INC. (WINTER PARK FL)
FL
02/24/2009 - 09/16/2013
CAPITAL GUARDIAN, LLC (THE VILLAGES FL)
FL
05/02/2008 - 01/28/2009
SAGEPOINT FINANCIAL, INC. (SUMMERFIELD FL)
BOTH
Issued 06/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Laforest is the right advisor for you? Invested Better is here to help.
