Daniel F. SpagnoloMBA, RFC is principal of Dynamic Financial Services, Ltd. a financial services practice located in Huntington Station, NY 11746. The firm is positioned to handle all aspects of financial services and planning. The firm’s broker/dealer Kingswood Capital Partners, LLC. is a privately-owned company established to serve the needs of independent advisors and specializing in a multitude of alternative investments.
Daniel started his career in the financial services industry in 1999 with the Guardian Life Insurance Co. and worked there until Jan. 2011 when he transitioned to American Portfolios Financial Services, Inc until March 2022. Currently Daniel is licensed through Kingswood as his broker/dealer. As a financial professional, he directs individual and business clients towards their maximum financial potentialwhile incorporating a protection first philosophy. He is recognized as an authority in various types of investments and insurance types in addition to Retirement Planning and Alternative Investments. Our client base includes a broad range of individuals, executives and business owners.
Daniel’s business career began in the commodities and foreign exchange industry in 1980 after graduating from Queens College with a BS in accounting. Shortly thereafter he earned his MBA in Finance from St. John’s University in 1986. Daniel is Series 7 and 66 securities licensed along with his Life and Health Insurance license. Daniel also holds the RFC designation (Registered Financial Consultant).
At Dynamic Financial Services, Ltd. our team works diligently to offer the most practical solutions for our client’s. We consider ourselves “out of the box” thinkers with a value proposition to find the best solution for the needs of our clients. We take the time to understand the goals, needs and objectives of our client’s as we gather and review their relevant information to better understand their current situation. DFS Ltd. will provide various options to meet both the short and long-term goals of its clients. During the review process, we will evaluate whether the current strategies still meet our client’s objectives while taking into consideration their liquidity needs, risk tolerance, goals and the current market conditions. In the event that the current strategies are no longer in alignment with our client’s objectives, we will introduce alternative strategies targeted to suit their needs and wishes.
Daniel is involved with several prominent networking groups….He is the President and Founder of ERG (The Elite Referral Group) consisting of professionals in various core areas who are available as resources to Daniel’s clients and CIBS (Commercial Industrial Brokerage Society). Daniel is also on the Executive Council of the Crohn’s and Colitis Found (CCF) a charity near and dear to this heart as well as JDRF (Juvenile Diabetes Research Foundation), the leading organization funding type 1 diabetes research. Yearly he works on raising money to find a cure and help those affected by these diseases. He is an avid outdoorsman and enjoys various activities as well as cooking and live music. Daniel has 3 successful adult children and speaks fluent Italian and Spanish.