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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 Shapiro is an investment advisor representative at World Investment Advisors, LLC. Daniel has over 28 years of experience in the financial services industry. Daniel is a Series 7, Series 6, Series 3, and Series 66 licensed investment advisor representative. Daniel has previously held positions at LPL Financial LLC, CAPFINANCIAL SECURITIES, LLC., NRP FINANCIAL, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., FINANCIAL TELESIS INC, SENTINEL SECURITIES, INC., MANULIFE FINANCIAL SECURITIES LLC, and NEW ENGLAND SECURITIES. Daniel specializes in working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Daniel offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Daniel also provides educational seminars to clients.
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.
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CA
06/17/2015 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
FL
06/15/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Miami FL)
FL
11/30/2010 - 06/05/2015
LPL FINANCIAL LLC (MIAMI FL)
FL
06/30/2009 - 11/30/2010
NRP FINANCIAL, INC. (MIAMI FL)
PA
02/07/2008 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
FL
11/01/2007 - 02/07/2008
FINANCIAL TELESIS INC (MAIMI FL)
MA
08/06/2003 - 11/01/2007
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
MA
03/09/1993 - 08/05/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
NY
01/30/1991 - 07/11/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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