Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alan Gieseke is a registered investment advisor representative with LPL Financial LLC. Daniel has been in the financial industry since May 27, 2007. Daniel has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hayne, Miller Financial, Inc. Daniel has also passed several industry exams including Series 66, Series 63, Series 24, Series 7, and the SIE. Daniel is registered with the states of Colorado, Minnesota, and Montana. Daniel has been with LPL Financial LLC since July 2009.
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
MN
01/21/2014 - Present
LPL Financial LLC (WACONIA MN)
MN
07/17/2007 - 07/07/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
NA
03/25/1992 - 06/01/1992
HAYNE, MILLER FINANCIAL, INC.
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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