Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lani? Claim Your ProfileLani Daniels is a financial professional with over 20 years of experience in the industry. Currently, Lani is registered with Stephens and is located in ST PETERSBURG, FL. Prior to joining Stephens, Lani was affiliated with RBC DAIN RAUSCHER INC. and WILLIAM R. HOUGH & CO. Lani specializes in a variety of investment areas including, but not limited to, portfolio management for individuals and businesses, financial planning, and pension consulting. Lani holds a Series 7, Series 63, and SIE licenses.
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.
Earned based on transactions or products sold.
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
FL
04/06/2004 - Present
Stephens (ST PETERSBURG FL)
NY
02/27/2004 - 04/02/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
12/02/1996 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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