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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 Gustafson is an investment advisor representative with Great Valley Advisor Group, Inc.. Daniel is registered to provide investment advisory services in Minnesota. Daniel has been in the financial services industry since 1999. Previously Daniel was employed by LPL Financial LLC, Securities America, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Daniel is a Series 7, Series 63, and Series 65 licensed representative.
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.
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 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.
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2
DE
03/31/2022 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MN
03/30/2022 - 05/03/2022
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
12/13/2003 - 03/30/2022
SECURITIES AMERICA, INC. (ST LOUIS PARK MN)
NY
07/29/1999 - 11/10/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/29/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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