DM
Daniel S. Maciver
SPC
Livonia, MI 48154
Some features on this profile are disabled
CRD#: 2948786
DM
Professional summary
Daniel Steven Maciver, AIF®, CFP® is a registered financial advisor currently at SPC located in Livonia, Michigan and SIGMA FINANCIAL CORPORATION located in Livonia, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. F&PA Tax & Business Services, Ltd.: Tax preparation services. Start date: 10/18/16, approx. 40 hrs/mo, mostly during tax season. Approx. 25% of time during trading hours. 2. Clarenceville Athletic Boosters Club, Treasurer and Member of the Board of Directors. Start date: 8/3/16, approx. 30-40 hrs/mo, none during trading hours. 3. Clarenceville Education Foundation, Inc. Treasurer and Member of the Board of Directors. Start date: 8/3/16, approx. 25-30 hrs/mo, none during trading hours. 4. Hold Life, Accident & Health insurance and variable products licenses. Start date: 9/25/17, approx. 2-5 hrs/mo. 5. Steven Ann Realty Company, LLC, Livonia, MI. Member and co-owner of LLC that receives rental income from building that houses my financial practice. Start date: 9/28/20, less than 1 hr/mo. INV REL: N 6. President - Financial & Portfolio Advisors, Ltd. (F&PA). DBA for financial services practice. Start date: 5/16/23, approx. 120 hrs/mo. INV REL: Y 7. Notary Public - Wayne County, MI. Provide notary services on an as-needed basis. Start date: 5/13/2019, commission ends 6/22/2025. Less than 1 hr/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Steven Maciver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
June 27, 2017 - Present
SPC
Office #1: 15855 Farmington Road, Livonia, MI 48154RIA
CRD#: 110692
Livonia, MI
Current
October 7, 2016 - Present
SIGMA FINANCIAL CORPORATION
Office #1: 15855 Farmington Road, Livonia, MI 48154BD
CRD#: 14303
Livonia, MI
Past
August 28, 2019 - October 24, 2022
F&PA
RIA
CRD#: 124730
LIVONIA, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/8/2025)
RR
Arizona(8/14/2019)
RR
California(3/10/2023)
RR
Colorado(8/14/2019)
RR
Florida(8/14/2019)
RR
Indiana(8/14/2019)
RR
Michigan(6/27/2017)
IAR
Michigan(6/27/2017)
RR
New Jersey(2/5/2025)
RR
North Carolina(7/8/2021)
RR
Ohio(8/14/2019)
RR
Pennsylvania(2/5/2025)
RR
Utah(7/3/2024)
RR
Virginia(8/14/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
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.
