Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Velazquez is a financial advisor with over 17 years of experience in the industry. Daniel is currently registered with LPL Financial LLC in Ansonia, Connecticut. He has previously worked with Ameriprise Financial Services, Inc. in New Haven, Connecticut and IDS Life Insurance Company in Minneapolis, Minnesota. Daniel holds several licenses including Series 7, Series 24 and Series 66. Daniel has been actively involved in the financial services industry since December 2005 and has been registered as an investment advisor representative in Connecticut since June 2011. He has also been registered in 13 other states including Arizona, California, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Virginia and Wisconsin. Daniel's specialties include financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. He also offers consulting and other non-discretionary 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
CT
06/17/2011 - Present
LPL Financial LLC (ANSONIA CT)
CT
12/14/2005 - 06/30/2011
AMERIPRISE FINANCIAL SERVICES, INC. (NEW HAVEN CT)
MN
12/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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