Daniel F Spagnolo MBA, RFC

President

Daniel F. Spagnolo, RFC, MBA is principal of Dynamic Financial Services, Ltd. (DFS Ltd.) a financial services practice located at 36 Schiller Ave Huntington Station, NY  11746.  The firm is positioned to handle all aspects of financial services and planning. Our broker/dealer American Portfolios Inc. is a privately owned firm established in 2001 to serve the needs of independent brokers. 

Daniel has been in the financial services industry since 1999.  As a financial professional, he directs individual and business clients towards their maximum financial potential while focusing on a protection first philosophy.  He is recognized as an authority in the area of various forms of investment and insurance as well as retirement planning.  Our client base includes a broad range of individuals, executives and business owners.

Daniel's career began in the commodities and foreign exchange industry in the early 1980s after graduating from Queens College with a BA in accounting.  He earned his MBA in finance from St. John's University in 1986.  He is Series 7 and 66 licensed along with Life and Health Insurance.    Daniel also holds the RFC designation (Registered Financial Consultant).

At Dynamic Financial Services, Ltd. our team work diligently to offer the most practical solutions for our client's needs.  We take the time to learn our client's goals and objectives and gather the necessary and relevant information to better understand their current situation. DFS Ltd. will provide various options to meet both the short and long-term needs of its clients.   While reviewing current strategies, we will evaluate whether those strategies continue to meet the current objectives and situation.  In the event they no longer are in alignment, DFS Ltd. will introduce alternative strategies better suited to its client's needs, objectives and budget while attempting to maximize potential and provide protection from the various wealth eroding forces.

Daniel is involved with several prominent networking groups…. CIBS (Commercial Industrial Brokerage Society) and LIHCC (Long Island Hispanic Chamber of Conference).  Daniel is also on the Executive Council of the Crohn's and Colitis Found (CCF).  He is an avid outdoorsman and enjoys various activities as well as cooking and music.  Daniel lives in Huntington and has 3 grown children.

Phone (516) 822-PLAN or (7526)
Fax (888) 901-4451