Daniel Lyons

Daniel Lyons: Email & Phone Number

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Trading Platforms Representative at PlanMember Financial Corporation|Carpinteria, California, United States

Position:

Trading Platforms Representative at PlanMember Financial Corporation

Location:

Carpinteria, California, United States

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Last updated: 2026-07-11
Updated: 2026-07-11

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Work Experience 3 years

Trading Platforms Representative at PlanMember Financial Corporation

Apr 2026 - Current

Financial Services Representative (Tier II) at PlanMember Financial Corporation

Aug 2025 - Apr 2026

Financial Services Representative at PlanMember Financial Corporation

Dec 2024 - Aug 2025

College Financial Representative at Northwestern Mutual

Jun 2023 - Sep 2023

Daniel Lyons started working in 2023, then the employee has changed 1 company and 3 jobs. On average, Daniel Lyons works for one company for 6 months.

Their professional focus is 401(k) Retirement Savings Plans, 403(b) Plans, and 457(b) Plans across 3 core areas.

Daniel holds Series 7, Series 6, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at California State University Channel Islands

Daniel Lyons Namesakes

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Company
Position
Daniel Lyons
Team Global Express
Operations Services Manager
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Daniel Lyons
GreyMatter Engineer
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Daniel Lyons
Carpenter
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Zack Chandler
Financial Services Representative Tier II
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Nick Darling
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Lauren Pierce
Financial Services Representative
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John Douglas
Relationship Manager, PlanMember Retirement Services
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Hayes Hemphill
Special Trading Platforms Representative (Tier III)
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Geovanny Basaldua
Customer Service Representative
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Vicki Ramirez
Financial Services Representative
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