Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carl Minnis is a financial advisor with over 10 years of experience in the industry. Daniel currently works with LPL Financial LLC in Paramus, NJ. Daniel has been a registered representative with LPL Financial since 2021. Before joining LPL Financial, Daniel worked as a financial advisor with Charles Schwab & Co., Inc. in Sacramento, CA. Prior to that, Daniel worked with NYLIFE DISTRIBUTORS LLC in New York, NY and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ. Daniel holds the Series 66, Series 7, and SIE licenses. Daniel is also a Certified Financial Planner. Daniel is passionate about helping his clients achieve their financial goals.
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
NJ
03/14/2023 - Present
LPL Financial LLC (PARAMUS NJ)
CA
07/27/2018 - 08/10/2021
CHARLES SCHWAB & CO., INC. (Sacramento CA)
NY
06/25/2013 - 05/21/2018
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
04/03/2012 - 06/20/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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