Daniel S. Pierson
Professional summary
Daniel Stuart Pierson, who also goes by Daniel S. Pierson, is a registered financial professional currently at BENEFIT FUNDING SERVICES, LLC located in Irvine, California.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2002. Daniel has worked at 6 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Stuart Pierson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 14, 2026 - Present
BENEFIT FUNDING SERVICES, LLC
Office #1: 100 Spectrum Center Drive Suite 400, Irvine, CA 92618February 2, 2024 - April 1, 2026
THE LEADERS GROUP, INC.
June 21, 2010 - March 9, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 3, 2007 - June 19, 2008
HIMCO DISTRIBUTION SERVICES COMPANY
June 23, 2003 - April 5, 2005
TRANSAMERICA FINANCIAL ADVISORS, INC.
July 3, 2002 - November 21, 2002
EQUITABLE ADVISORS, LLC
January 1, 2002 - November 21, 2002
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 2/2/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BENEFIT FUNDING SERVICES, LLC
CRD#: 44079 / SEC#: , 8-50527
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BFS HOLDINGS, LLC | OWNER | |
| WEBB, WILLIAM DUDLEY JR | PRESIDENT, FINOP AND CHIEF COMPLIANCE OFFICER | 1256777 |
Red Flags
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