Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aldrich has been an active financial advisor since 1996 and is currently registered with LPL Financial LLC. Daniel has experience in providing investment advice to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Daniel is also a board member of Kavooa Golf. Daniel holds multiple licenses including Series 7, 24, 31, and 66. Daniel's primary focus is helping clients reach their financial goals. Daniel's experience and qualifications allow him to provide a variety of financial services to clients.
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
03/21/2003 - Present
LPL Financial LLC (BURBANK CA)
CA
01/01/1998 - 01/12/1999
LONG SECURITIES CORPORATION II (GLENDALE CA)
CA
08/01/1995 - 01/01/1998
LONG SECURITIES CORPORATION (GLENDALE CA)
NY
09/17/1992 - 07/20/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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