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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 Leicht is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed to provide financial services in 14 states. Daniel joined the firm in August 2023, bringing over 3 years of experience in the financial services industry. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Daniel worked at Woodbury Financial Services, Inc., where he focused on financial planning for individuals and businesses. Daniel earned his Series 7, Series 66, and SIE licenses and holds an active registration with FINRA and the state of Texas. Daniel specializes in working with individuals, high-net-worth individuals, insurance companies, corporations, charitable organizations, and pension plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
07/17/2020 - 08/29/2023
WOODBURY FINANCIAL SERVICES, INC. (RANCHO SANTA FE CA)
BOTH
Issued 8/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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