Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lancaster is a financial advisor registered with Janney Montgomery Scott LLC. Daniel has been in the industry since March 1994 and is currently registered in Alabama, North Carolina, and South Carolina. Daniel has a variety of licenses and certifications, including Series 7, Series 63, and Series 65. Daniel is also a Notary Public in Spartanburg, South Carolina. Prior to joining Janney Montgomery Scott, Daniel worked at UBS Financial Services Inc. and J.C. Bradford & Co.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
02/10/2005 - Present
Janney Montgomery Scott LLC (Spartanburg SC)
NJ
08/14/2000 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/14/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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