Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Nitsch is a financial advisor with over 10 years of experience in the industry. Daniel currently works with LPL Financial LLC. Daniel provides financial planning, portfolio management, and consulting services to individuals, families, and businesses. Previously, Daniel worked with Money Concepts Capital Corp and BMO Harris Financial Advisors, Inc. Daniel holds Series 7, Series 24, and Series 66 licenses. Daniel is registered to offer securities and investment advisory services in Indiana.
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.
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2
IN
05/08/2023 - Present
LPL Financial LLC (NOBLESVILLE IN)
IN
05/01/2021 - 04/28/2023
MONEY CONCEPTS CAPITAL CORP (INDIANAPOLIS IN)
IN
03/05/2013 - 11/14/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
MO
11/22/2012 - 01/25/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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