Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rearick is an investment advisor representative registered with LPL Financial LLC. Daniel has been in the industry since March 22, 2003, and holds Series 7, Series 24 and Series 66 licenses. Daniel has previously worked with CUNA BROKERAGE SERVICES, INC., CUSO FINANCIAL SERVICES, L.P., AXA ADVISORS, LLC, MONY SECURITIES CORPORATION, and WADDELL & REED, INC.. Daniel is currently registered to provide investment advice in Arizona and California.
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
CA
05/18/2022 - Present
LPL Financial LLC (SANTA ANA CA)
CA
01/22/2007 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TUSTIN CA)
CA
08/03/2004 - 01/24/2007
CUSO FINANCIAL SERVICES, L.P. (PLACENTIA CA)
NY
02/26/2004 - 07/28/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/18/2002 - 09/04/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
KS
09/25/2002 - 12/18/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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