Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Scott Swinehart is a financial professional with over 25 years of experience in the industry. Daniel is a Certified Financial Planner™ and holds Series 6, 7, 63 and 65 licenses. Daniel is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Daniel has a strong background in financial planning, portfolio management, and insurance products. Daniel is committed to providing personalized financial advice to individuals, families, and businesses. Daniel previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Distributors, Inc., and Delaware Distributors, L.P.
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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PAOLI PA)
PA
06/23/2005 - 03/05/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
IN
06/23/2005 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
06/15/2001 - 06/07/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
08/13/1997 - 05/09/2001
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 02/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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