Daniel Luptak

Background

About Daniel Luptak

I am an FAU Finance major, who graduated in 2022 with a passion for financial markets and helping people by providing great customer service. My goal is to gain expertise in the markets and continue my core customer service beliefs to help build a strong and reliable clientele base. As a former college athlete, I learned how to manage my time, work together with a team for a unified goal and most importantly I developed the work ethic it takes to be successful in any endeavor. So far in my Finance career, I have obtained my SIE, S7 top off, Series 66 licenses (Completed in 2022), successfully passed the CFP® exam in March 2024, and my 02-15 (FL Life, Health and Annuities). My prior work experience has provided me with the opportunity to work with many people from different socioeconomic backgrounds. I have found through tennis coaching jobs, providing private lessons for ultra-wealthy clientele and valet parking every type of car how different people are and how to connect with them in various ways. I feel open communication is the best way to understand people and provide them with the service they feel is important. I am extremely proud that my reviews from work have always included being a great team member, good communicator and willing to help others. Some of my other experience includes the ability to execute trades on various platforms and products, advanced knowledge of Microsoft Excel, hours of experience on Trading View analyzing specific markets, stocks, using Pine Script to create certain chart indicators, and can type 100+ words per minute.