Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Trivison is a financial advisor with over 30 years of experience in the industry. Daniel currently works at LPL Financial LLC. Daniel previously worked at NATIONAL PLANNING CORPORATION, WALNUT STREET SECURITIES, INC., AEGON USA SECURITIES INC., DELTA FIRST FINANCIAL, INC., PROTECTIVE EQUITY SERVICES, INC., and THE PARKINS INVESTMENT SECURITIES CORPORATION. Daniel specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, businesses, and retirement plans. Daniel is registered in 48 states, including Florida and Texas, to provide investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
06/01/2018 - Present
LPL Financial LLC (Maitland FL)
FL
01/03/2005 - 11/29/2017
NATIONAL PLANNING CORPORATION (Maitland FL)
CA
04/03/1998 - 01/03/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
09/16/1992 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
02/04/1991 - 09/23/1992
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
NA
07/18/1988 - 03/20/1989
PROTECTIVE EQUITY SERVICES, INC.
NA
12/26/1986 - 05/11/1988
THE PARKINS INVESTMENT SECURITIES CORPORATION
IA
Issued 06/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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