Unclaimed
Daniel F. Becker is a financial advisor currently registered with LPL Financial LLC. Daniel has been a registered representative in the financial services industry since August 22, 2002. Daniel's current registrations include Series 6, Series 7, Series 24, and Series 66. Daniel is also a Certified Financial Planner.
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
NJ
04/28/2022 - Present
LPL Financial LLC (LEBANON NJ)
NJ
10/18/2017 - 04/28/2022
SECURITIES AMERICA, INC. (LEBANON NJ)
NJ
08/23/2002 - 10/24/2017
NATIONAL PLANNING CORPORATION (WHITEHOUSE STATION NJ)
BOTH
Issued 12/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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