Daniel F. Spagnolo MBA, 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 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 potential while incorporating a protection first philosophy. He is recognized as an authority in various types of investments and insurance in addition to Retirement Planning and Alternative Investments. 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 1980 on Wall Street after graduating from Queens College with a bachelor’s degree in accounting. He earned his MBA in Finance at St John’s University in 1986. Daniel presently holds his Series 7 and 66 and his Life and Health Insurance licenses. He also holds the RFC (Registered Financial Consultant) designation.
At Dynamic Financial Services, Ltd. our team works diligently to offer the most practical solutions for our client’s. Our value proposition is a team approach to assist our clients in finding the solution to their financial situation and needs. We take the time to understand the goals, needs and objectives of our clients as we gather and review their information to better understand the current situation. DFS Ltd. will provide various options to meet both the short and long-term goals of our clients. We do this by evaluating the current strategies to determine if they’re still working as well as analyzing whether important strategies are missing or inadequate. All this is accomplished with consideration of liquidity needs, risk tolerance, market conditions, taxes and our client’s goals. In the event a strategy is misaligned, we will introduce an alternative strategy targeted to meet the objective.
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. 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 helping those affected by these diseases. Daniel is also an associate member of CIBS (Commercial Industrial Brokerage Society). 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.