Danniel Syed Kazi is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LINCOLN INVESTMENT PLANNING, LLC | 2026-05-01 | present | Yes |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2023-09-22 | 2024-05-02 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-04-13 | 2022-09-09 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2021-02-22 | 2022-02-11 | — |
| GWN SECURITIES INC. | 2020-10-26 | 2021-02-17 | — |