Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zlotnick is an investment advisor representative who has been in the financial services industry since 1987. Daniel is currently registered with OneDigital Investment Advisors and is also registered with the state of New York. Daniel has worked with several firms over the years including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, KESTRA INVESTMENT SERVICES, LLC, VERAVEST INVESTMENTS, INC., CAPITAL STRATEGIES LIMITED, EMPIRE STATE SECURITIES, and ISLAND PLANNING CORP. OF AMERICA. Daniel is a Chartered Financial Consultant and holds several licenses including Series 6, Series 7, Series 22, Series 63, and Series 65.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/03/2021 - Present
Onedigital Investment Advisors (Hauppauge NY)
NY
04/30/2021 - 08/23/2024
TRIAD ADVISORS LLC (Hauppauge NY)
NY
04/28/2016 - 05/04/2021
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
12/01/2003 - 04/29/2016
KESTRA INVESTMENT SERVICES, LLC (HAUPPAUGE NY)
MA
02/15/1995 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
PA
06/15/1994 - 02/01/1995
CAPITAL STRATEGIES LIMITED (PHILADELPHIA PA)
NY
01/21/1992 - 12/15/1993
EMPIRE STATE SECURITIES (GREAT NECK NY)
NA
05/10/1984 - 11/28/1989
ISLAND PLANNING CORP. OF AMERICA
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/1984
Series 2 - Non-Member General Securities Examination
BC
Issued 05/09/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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