Unclaimed Profile

Daniel Becerra

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC·CALABASAS, California

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 31, Series 6622 years registeredAMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 4166468Firm CRD# 160322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Becerra · CALABASAS, CA

Registration

CRD #4166468 · AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

Jun 2018 – Mar 2020

Westlake Village, CA

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

Feb 2016 – Jun 2017

CALABASAS, CA

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Aug 2012 – Sep 2015

BEVERLY HILLS, CA

MUTUAL SECURITIES, INC.

Feb 2011 – Aug 2012

BEVERLY HILLS, CA

MAM WEALTH MANAGEMENT, LLC

Sep 2009 – Feb 2011

SHERMAN OAKS, CA

OPPENHEIMER & CO. INC.

Jan 2007 – Jul 2009

LOS ANGELES, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2005 – Jun 2006

WESTLAKE VILLAGE, CA

MORGAN STANLEY

Jul 2004 – Dec 2004

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 31

Series 66

Registration record

First registered · July 27, 2004

Years registered · 22

Disclosure History

2006Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

CRD 160322 · SEC 801-73032

AUM

$47M

Regulatory assets under management

Employees

106 client accounts

Services offered by AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Becerra offer?

Daniel Becerra specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel Becerra's credentials?

Daniel Becerra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Becerra located?

Daniel Becerra is based in CALABASAS, California, last registered with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC.

How does Daniel Becerra charge for services?

Daniel Becerra's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC?

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC has approximately 4 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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