Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sheinwald is a financial professional with over 13 years of experience in the industry. Daniel has a strong background in investment company products, variable contracts, and securities. Daniel is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Daniel also holds a Series 63 license and has passed the Series 6 and Series 26 exams. Daniel is committed to providing his clients with the highest level of service and expertise.
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.
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.
1
2
PA
12/20/2010 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NJ
03/27/2009 - 01/10/2011
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
PA
02/11/2009 - 02/25/2009
EFC FINANCIAL SERVICES, LLC (DRESHER PA)
BC
Issued 01/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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