Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bullard is a financial professional with over 30 years of experience in the industry. Daniel is a Registered Representative with LPL Financial LLC. Daniel previously worked with THE O.N. EQUITY SALES COMPANY and WALNUT STREET SECURITIES, INC. Daniel has a background in providing investment advice and financial planning services to individuals, corporations, and other business entities. Daniel has earned the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).
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
CT
08/13/2024 - Present
LPL Financial LLC (Branford CT)
CT
06/19/2003 - 08/13/2024
THE O.N. EQUITY SALES COMPANY (BRANFORD CT)
CA
04/16/1997 - 07/08/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
06/24/1996 - 04/15/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CA
03/29/1993 - 08/30/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DE
07/17/1992 - 03/29/1993
PML SECURITIES COMPANY (NEWARK DE)
CA
01/28/1986 - 07/17/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/31/1984 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
05/10/1984 - 01/16/1986
BROAD REACH CAPITAL, INC.
NA
03/15/1983 - 06/17/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
06/05/1978 - 01/17/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/17/1969 - 12/05/1976
CG EQUITY SALES COMPANY
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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