Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Decker Kundla is a financial advisor with LPL Financial LLC, based in Atlanta, Georgia. Daniel has been in the financial services industry for over 5 years and holds a Series 7, Series 66, and SIE license. Daniel previously worked at UBS Financial Services Inc., where he provided investment advice and financial planning services to individuals and families. Daniel is also registered as an investment advisor in Georgia and Texas. Daniel's firm, LPL Financial LLC, is one of the largest independent broker-dealers in the United States, providing a wide range of financial products and services to individual investors and institutions.
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
GA
05/13/2021 - Present
LPL Financial LLC (ATLANTA GA)
GA
08/10/2016 - 05/24/2021
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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