Daniel Legiec (CRD# 5318116) is an Investment Advisor Representative working at Forever Wealth LLC in Clinton, NJ and has over 9 years of experience in the finance industry. Daniel Legiec has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forever Wealth LLC | Clinton, NJ | Apr 2017 - Current | 7 |
| Signet Financial Management, LLC | Parsippany, NJ | Dec 2018 - May 2019 | < 1 |
| Kestra Financial Services, Inc. | Austin, TX | May 2016 - Mar 2017 | < 1 |
| Self Employed | Mountainside, NJ | Jul 2015 - Apr 2016 | < 1 |
| Chardan Capital Markets LLC | New York, NY | Aug 2014 - Jun 2015 | < 1 |
| Lpl Financial, LLC | Butler, NJ | Apr 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- NJ
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Total Assets Under Management2MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$318,223
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NJ
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