Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zavie Lear is a financial advisor with over 7 years of experience. Daniel Lear is currently registered with Affiance Financial LLC and Private Client Services, LLC. Daniel Lear has a Series 7, Series 66, and SIE license. Daniel Lear specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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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MN
07/21/2016 - Present
Affiance Financial LLC (ST. LOUIS PARK MN)
MN
11/24/2015 - 05/16/2017
CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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