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Dan E. Landau

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CRD#: 2401574
DL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dan Evan Landau, who also goes by Dan Landau, was a registered financial advisor .

Dan is a previously registered financial advisor and started their career in finance in 1994. Dan had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Landau

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 17, 2008 - January 29, 2009

PRIVATE EQUITY ADVISORS, INC.

RIA
CRD#: 144843
IRVINE, CA
Past

September 4, 2007 - January 2, 2008

PRIVATE EQUITY ADVISORS, INC.

RIA
CRD#: 144843
IRVINE, CA
Past

August 9, 2006 - July 17, 2009

PRIVATE EQUITY SECURITIES, INC.

BD
CRD#: 136817
NEWPORT BEACH, CA
Past

December 8, 2005 - August 14, 2006

AIS FINANCIAL, INC.

BD
CRD#: 41462
WESTLAKE VILLAGE, CA
Past

October 3, 2002 - December 8, 2005

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

March 6, 2002 - August 30, 2002

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

June 22, 1995 - October 18, 2002

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

March 31, 1995 - June 21, 1995

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

April 6, 1994 - April 4, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

February 1, 1994 - April 7, 1994

AMERICAN BUSINESS SECURITIES, INC.

BD
CRD#: 18284

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/12/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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