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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coffman Hostetler is a financial advisor with LPL Financial LLC, with over 30 years of experience in the financial industry. Daniel has a variety of certifications and experience, including the Series 7, 24, 6, 63, 65, and 72 licenses as well as the SIE exam. Daniel has been with LPL Financial LLC since September of 2021, but before that, he worked for FSC Securities Corporation, and Advantage Capital Corporation. Daniel has a variety of designations, including Certified Financial Planner. Daniel provides a variety of services to clients, including financial planning, consulting, and portfolio management. Daniel primarily works with individuals and high-net-worth individuals. He is also licensed in multiple states including Pennsylvania, Texas, California, Colorado, Florida, Georgia, Idaho, Indiana, Maryland, Michigan, New York, North Carolina, Ohio, South Carolina, and Virginia.
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
PA
09/27/2021 - Present
LPL Financial LLC (MOUNT PLEASANT PA)
PA
02/27/2009 - 10/15/2021
FSC SECURITIES CORPORATION (MOUNT PLEASANT PA)
PA
12/11/1986 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (MT PLEASANT PA)
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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