Unclaimed
Vasilios Danas is a financial advisor with LPL Enterprise, LLC, where he has been since November 2024. Vasilios is also registered as a securities agent in Connecticut, Florida, Nevada, New Jersey, New York and South Dakota. Vasilios's professional experience includes previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Vasilios has been a financial advisor for 30 years and is committed to providing his clients with personalized financial advice. Vasilios specializes in portfolio management for individuals and businesses, as well as financial planning. Vasilios's primary office is located in Brooklyn, New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
NY
11/14/2024 - Present
LPL Enterprise, LLC (BROOKLYN NY)
IA
Issued 05/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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