Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ventura is a financial advisor with over 10 years of experience in the industry. Daniel is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Daniel currently works at Sanctuary Advisors, LLC, where Daniel provides financial planning and portfolio management services. Daniel has previously worked for J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered with the state of Florida as both a Registered Investment Advisor and Registered Representative. Daniel has been a Registered Representative since 2012.
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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2
FL
10/25/2024 - Present
Sanctuary Advisors, LLC (Trinity FL)
FL
10/25/2012 - 06/04/2022
J.P. MORGAN SECURITIES LLC (PORT RICHEY FL)
FL
01/04/2012 - 10/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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