Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Steiner is a financial advisor at LPL Financial LLC with over 40 years of experience in the financial services industry. Dan has been registered with LPL Financial LLC since September 2009. Prior to that, Dan worked at MUTUAL SERVICE CORPORATION, LOWRY FINANCIAL SERVICES CORPORATION, INTEGRATED RESOURCES EQUITY CORPORATION, and PACIFIC EQUITY SALES COMPANY. Dan has a wide range of experience in financial services, including securities, insurance, and investment advisory services. Dan is registered in 18 states and holds several licenses and certifications, including Series 7, Series 1, Series 63, and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/08/2009 - Present
LPL Financial LLC (HOUSTON TX)
TX
03/31/1989 - 09/08/2009
MUTUAL SERVICE CORPORATION (HOUSTON TX)
NA
02/10/1986 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
FL
12/10/1981 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
NA
01/13/1986 - 03/07/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/05/1980 - 07/10/1981
PACIFIC EQUITY SALES COMPANY
BC
Issued 01/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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