Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Allen Bushey is a financial advisor with LPL Financial LLC. Daniel is based in FRESNO, California and has been in the industry since 1998. Daniel has a Series 7, 66, 9, 10, 31, and SIE license and is registered in 19 states. Daniel has previously worked for A. G. EDWARDS & SONS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel has also held positions at ARMEY, BUSHEY AND ASSOCIATES WEALTH MANAGEMENT and Bushey Financial Services, Inc.
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
CA
03/07/2012 - Present
LPL Financial LLC (FRESNO CA)
CA
02/05/1999 - 09/14/2007
A. G. EDWARDS & SONS, INC. (FRESNO CA)
NY
08/20/1998 - 02/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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