Danny Li Email & Phone Number
Financial Services Professional @ NYLIFE Securities LLC
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Danny Li Location
- Frisco, TX, US
Danny Li Work
- Financial Advisor @ (December 2023 - Present)
- Financial Advisor @ (January 2016 - Present)
- Financial Services Professional @ (January 2012 - Present)
- Licensed Agent @ (April 2011 - Present)
- Partner @ (April 2016 - December 2019)
- Head of US Business Development and Market Strategy @ Dikma Technologies (January 2009 - January 2011)
- Technical Sales Consultant @ (January 2007 - January 2009)
Danny Li Education
- Mark Keppel High School
- UC Irvine
Bachelor's of Science (Neurobiology and Behavior)
Danny Li Skills
- 401k Rollovers
- Accounting
- Analysis
- Analytical Chemistry
- Business Owner Planning
- Buy-sell Agreements
- Chromatography
- Due Diligence
- Estate Planning
- Executive bonuse arrangements
- Finance
- Financial Analysis
- Guaranteed Lifetime Income
- HPLC
- IRA's
- IRAs
- Key Person Protection
- Life Insurance
- Life Sciences
- Long Term Care
- Long Term Care Insurance
- Long-term Care
- Marketing Strategy
- Mutual Funds
- Pensions
- Retirement
- Retirement Planning
- Sales
- Term Life Insurance
- Universal Life
- Variable Annuities
- Voluntary Employee Benefits
- Wealth Preservation Planning
- Whole Life
- Financial Services
- Series 63
- Series 6
- Buy Sell Agreements
- Series 65
- Recruiting
- Series 7
Danny Li Summary
- Danny Li, based in Frisco, TX, US, is currently a Financial Services Professional at NYLIFE Securities LLC. Danny Li brings experience from previous roles at Heir Associates, Eagle Strategies, LLC and New York Life Insurance Company. Danny Li holds a Mark Keppel High School. With a robust skill set that includes 401k Rollovers, Accounting, Analysis, Analytical Chemistry, Business Owner Planning and more. Danny Li has 4 emails and 3 mobile phone numbers on RocketReach.
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