Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Anderson is a financial advisor with over 20 years of experience in the financial services industry. Daniel currently works for LPL Financial LLC, one of the largest independent broker-dealers in the United States. Daniel has held previous roles at several firms including Maxim Group LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Advest, Inc. Daniel's professional licenses include Series 7, 63, 72, and SIE. Daniel specializes in a variety of financial services including investment planning, retirement planning, insurance, and estate planning.
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
SC
07/24/2007 - Present
LPL Financial LLC (FORT MILL SC)
NY
05/02/2006 - 02/01/2007
MAXIM GROUP LLC (NEW YORK NY)
NY
03/08/2006 - 05/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/19/2002 - 03/08/2006
ADVEST, INC. (NEW YORK NY)
NJ
08/28/2000 - 10/28/2002
G.X. CLARKE & CO. (JERSEY CITY NJ)
NY
06/07/2000 - 08/23/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 06/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 72 - Government Securities Representative Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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