Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wayne Becker is a financial advisor with Strata Wealth Advisors, LLC in Dallas, TX. Daniel has been in the industry for over 10 years and has a strong background in financial planning and portfolio management. Daniel holds the Series 66 and Series 7 licenses, as well as the SIE designation. Daniel is also a Certified Financial Planner.
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.
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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TX
10/16/2020 - Present
Strata Wealth Advisors, LLC (DALLAS TX)
TX
10/16/2020 - 06/30/2023
MUTUAL SECURITIES, INC. (Dallas TX)
TX
12/16/2013 - 10/19/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (ADDISON TX)
BOTH
Issued 01/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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