Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Crozier is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since 2000. Daniel holds Series 6, 7, 63 and 65 licenses. Daniel is also a registered representative with FINRA and has been approved to sell securities in Alabama, Mississippi and Tennessee. Before joining LPL Financial LLC, Daniel worked at Invest Financial Corporation, Southern Farm Bureau Fund Distributor, Inc., UVEST Financial Services Group, Inc., Trustmark Securities, Inc., AmSouth Investment Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company.
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
MS
02/14/2018 - Present
LPL Financial LLC (CORINTH MS)
MS
09/21/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (CORINTH MS)
MS
02/10/2009 - 12/31/2009
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
MS
02/28/2006 - 01/14/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BROOKHAVEN MS)
MS
12/03/2004 - 02/28/2006
TRUSTMARK SECURITIES, INC. (JACKSON MS)
AL
03/06/2003 - 03/11/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
11/30/2000 - 03/10/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/30/2000 - 03/10/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Crozier is the right advisor for you? Invested Better is here to help.
