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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 Ernest Goland is an Investment Advisor Representative at LPL Financial LLC. Daniel has been in the financial services industry since 2002 and holds Series 6, 7, 24, 63 and 66 securities licenses. He has worked for multiple firms throughout his career, including THE O.N. EQUITY SALES COMPANY, Ameriprise Financial Services, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., BANCNORTH INVESTMENT GROUP, INC., INFINEX INVESTMENTS, INC., NYLIFE SECURITIES INC., and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Daniel is currently registered with LPL Financial LLC in New Hampshire and Texas. He is also a registered Investment Advisor in New Hampshire and Texas.
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
NH
01/09/2019 - Present
LPL Financial LLC (NORTH HAMPTON NH)
NH
12/06/2013 - 12/21/2018
THE O.N. EQUITY SALES COMPANY (North Hampton NH)
NH
03/27/2009 - 12/18/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
NH
01/29/2007 - 04/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HUDSON NH)
MA
01/10/2005 - 01/30/2007
BANCNORTH INVESTMENT GROUP, INC. (IPSWICH MA)
CT
01/02/2004 - 01/05/2005
INFINEX INVESTMENTS, INC. (MERIDEN CT)
NY
12/02/2002 - 11/06/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
04/09/2002 - 11/11/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 04/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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