Danniel Syed Kazi

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2017
  Teachers Retirement Resources
  Miami Lakes, FL
• 05/2017 → 02/2018
  Wells Fargo
  Aventura, FL
• 03/2018 → 02/2021
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 02/2021 → 02/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2022 → 08/2022
  Fidelity Investments
  Westlake, TX
• 12/2022 → 11/2023
  Fortinet
  Plano, TX
• 08/2023 → 05/2024
  Allstate Insurnace
  Mckinney, TX
• 08/2022 → 12/2022
  Unemployed
  Mckinney, TX
• 12/2022 → 11/2023
  Fortinet
  Plano, TX
• 04/2018 → Present
  National Life Group
  Montpelier, VT
• 04/2018 → Present
  Transamerica
  Cedar Rapids, IA
• 04/2026 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2025 → 01/2026
  Randstad Digital
  Plano, TX

Previous Registrations

• 2023-09-22 → 2024-05-02
  Allstate Financial Advisors, Llc
  Bedford, TX
• 2022-04-13 → 2022-09-09
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2021-02-22 → 2022-02-11
  Cuso Financial Services, L.P.
  Mckinney, TX
• 2020-10-26 → 2021-02-17
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Miami Lakes, FL

Other Businesses

NATIONAL LIFE GROUP POSITION: Agent NATURE: Receiving tails for 403b policies sold a few years back. All policies sold were fixed/indexed business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 1 National Life Dr, Montpelier VT 05604, United States DESCRIPTION: Receiving tails for 403b policies sold a few years back. All policies sold were fixed/indexed business.No new policies will be written. TRANSAMERICA POSITION: Insurance agent NATURE: Receiving monthly trailing commissions. No longer conducting any new business with Transamerica. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 6400 C St. SW, Cedar Rapids IA 52499, United States DESCRIPTION: Receiving tails for life insurance policies sold a few years back. All trails are derived from Indexed Universal life policies and Term insurance policies. Hitachi Vantara Position: Inside Sales/Account Executive Nature: Technology Investment Related: No Hours: 100 Securities Trading Hours: 100 Start Date: 1/12/2026 Address: 14643 Dallas Parkway, #800 Dallas, TX 75254 Description: Set meeting for senior reps for IT consultation on data storage and IT needs

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-30
• S65 Uniform Investment Adviser Law Examination
  2020-10-23

Other Names

• Danniel Kazi