Unclaimed
Daniel Carter Stybr is a registered investment advisor representative with Lasalle St. Investment Advisors, LLC. Daniel has been in the industry since 1981 and is currently registered with the state of Illinois. Daniel has a broad range of experience in the financial services industry, including experience with tax preparation, fixed insurance, and investment advisory. Daniel also has experience with Stybr & Associates.
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.
Personalized portfolio management to meet individual financial objectives.
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
IL
01/09/2006 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
AZ
06/18/1989 - 12/31/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/18/1983 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
10/22/1981 - 10/25/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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