Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dovan is a financial professional with over 30 years of experience in the financial services industry. Daniel has been a registered representative with Lincoln Investment since 2017 and has also been registered with Capital Analysts since 2021. Prior to joining Lincoln Investment, Daniel worked with LEGEND EQUITIES CORPORATION and LEGEND CAPITAL CORPORATION. Daniel's previous roles involved working with clients in Rochester, NY and Palm Beach Gardens, FL. Daniel holds a Series 6, Series 26, Series 63 and SIE license, and is registered in 20 states. Daniel specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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NY
03/25/2021 - Present
Lincoln Investment (ROCHESTER NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (ROCHESTER NY)
FL
09/06/1989 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NJ
07/20/1987 - 08/23/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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