Dan Aceti
Managing Principal at Executive Benefits Group, Inc. and VP at BenCom, LLC
- Role
- Managing Principal at Executive Benefits Group, Inc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dan Aceti
Dan has worked for over thirty years with businesses throughout the United States in…
Experience
Managing Principal
Jun 2003 — Present · Charlotte, NC, US
Securities offered through Lion Street Financial, LLC.(LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisers, LLC.(LSA), a registered investment adviser with the SEC. Insurance offered through Risk Strategies dba Executive Benefits. LSF and LSA are not affiliated with the above firms. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Education
Appalachian State University
Finance
1982 — 1984
The American College of Financial Services
CLU, ChFC, Financial Services
2003 — 2007
University of North Carolina at Charlotte
Bachelor Degree, Finance
1985 — 1986
Skills
- Estate Planning
- Retirement
- Financial Planning
- Mutual Funds
- Wealth
- Series 63
- Wealth Management
- 401k
- Employee Benefits
- 401(K) Retirement Savings Plans
- Financial Services
- Insurance
- Financial Advisory
- Disability Insurance
- Executive Pay
- Fixed Annuities
- Long-Term Care
- Financial Planners
- Investment Advisory
- Strategic Planning
- Life Insurance
- Retirement Planning
- Defined Benefit
- Series 7
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