Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ciolek is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry since 1994 and is registered with the state of Ohio. Daniel is also registered as a Registered Representative with FINRA and is a member of LPL Financial LLC, who maintains a branch office in Chardon, OH. Previously, Daniel worked with CADARET, GRANT & CO., INC. in North Olmsted, OH and FIRST INVESTORS CORPORATION in Independence, OH.
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
OH
12/04/2019 - Present
LPL Financial LLC (CHARDON OH)
OH
07/16/2010 - 12/04/2019
CADARET, GRANT & CO., INC. (NORTH OLMSTED OH)
OH
03/08/1994 - 07/06/2010
FIRST INVESTORS CORPORATION (INDEPENDENCE OH)
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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