Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Odigie is an investment advisor representative currently affiliated with IP Financial Advisory Services LLC based in Charlotte, NC. Daniel is registered to provide investment advice in 9 states. Daniel has been in the financial industry since 1991. In addition to his current affiliation, Daniel has held previous positions at several firms including Lincoln Financial Securities Corporation, NBC Securities, Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MDS Securities Incorporated, Pruco Securities Corporation and The Prudential Insurance Company of America. Daniel has passed the Series 6, Series 7, Series 9, Series 10, Series 26, Series 63, and Series 65 exams.
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.
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 services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
08/03/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
FL
04/02/2019 - 07/20/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (West Palm Beach FL)
FL
10/21/2013 - 04/02/2019
NBC SECURITIES, INC. (WEST PALM BEACH FL)
FL
09/01/2011 - 10/23/2013
MORGAN STANLEY (BOCA RATON FL)
FL
11/08/1995 - 08/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
IN
11/01/1994 - 10/20/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NJ
05/22/1991 - 10/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/22/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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