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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 Podawiltz is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since 1994. Daniel is a registered representative with LPL Financial LLC and an investment advisor representative with LPL Financial LLC. Daniel holds the Series 7, Series 9, Series 10, Series 24, Series 31, Series 52TO, and Series 63 licenses. Daniel also holds the SIE and Series 65 licenses. Daniel's professional experience includes working at Cambridge Investment Research, Inc., Commonwealth Financial Network, Ameriprise Advisor Services, Inc., and Chatfield Dean & Co., Inc. Daniel specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
1
2
FL
08/21/2024 - Present
LPL Financial LLC (MELBOURNE FL)
FL
11/01/2019 - 08/30/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Melbourne FL)
FL
11/21/2008 - 11/01/2019
COMMONWEALTH FINANCIAL NETWORK (MELBOURNE FL)
FL
01/05/1995 - 11/25/2008
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
CO
10/19/1994 - 12/31/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/15/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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