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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 Scott Peters is an investment advisor representative with Lee Financial Company, LLC. Daniel has been in the industry for over 20 years and has experience providing financial advice to a wide range of clients, including individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, and businesses. Daniel is registered with the state of Texas. His previous experience includes working at JPMorgan Distribution Services, Inc., One Group Services Company (The), Banc One Securities Corporation, Dean Witter Reynolds Inc., The Ohio Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
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
TX
07/06/2009 - Present
LEE Financial Company, LLC (DALLAS TX)
OH
01/30/2001 - 12/02/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
04/10/2000 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
IL
03/26/1999 - 03/17/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/19/1998 - 04/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OH
07/20/1992 - 07/06/1998
THE OHIO COMPANY (CINCINNATI OH)
NY
03/16/1992 - 04/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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