Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel C. Seefeldt is a financial professional with over 13 years of experience in the financial services industry. Daniel is currently registered with LPL Enterprise, LLC. Daniel has previously been registered with Lincoln Financial Advisors Corporation, Principal Securities, Inc., PRINCOR Financial Services Corporation, Allstate Financial Services, LLC and PFS Investments Inc. Daniel holds a Series 6, Series 63, Series 65 and SIE licenses. Daniel holds a specializations in the following areas: Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Consulting and other Non-Discretionary Advisory Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/14/2024 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
IN
07/20/2021 - 10/21/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (INDIANAPOLIS IN)
IN
11/01/2017 - 08/05/2021
PRINCIPAL SECURITIES, INC. (Indianapolis IN)
IN
12/03/2012 - 11/25/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Indianapolis IN)
IN
09/02/2011 - 11/06/2012
ALLSTATE FINANCIAL SERVICES, LLC (GREENFIELD IN)
NA
07/13/1990 - 06/16/1994
PFS INVESTMENTS INC.
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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