Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gregory Strauss is an investment advisor representative with LPL Financial LLC. Daniel has been active in the financial services industry since January 1987. Daniel has a total of 5 approved state registrations. Daniel is also registered as an investment advisor representative in Texas. Daniel's previous employers include NATIONAL PLANNING CORPORATION, SUNAMERICA SECURITIES, INC., INVESTORS BROKERAGE SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, AMERICAN PACIFIC SECURITIES CORPORATION, BOUCHER OEHMKE & QUINN and FIRST INVESTORS CORPORATION.
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
AZ
02/27/2014 - Present
LPL Financial LLC (TUCSON AZ)
AZ
11/02/1999 - 08/01/2013
NATIONAL PLANNING CORPORATION (TUCSON AZ)
AZ
06/16/1995 - 11/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
03/23/1990 - 06/14/1995
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
04/10/1989 - 06/03/1989
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
07/06/1987 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
NA
09/10/1986 - 04/07/1987
BOUCHER OEHMKE & QUINN
NA
08/09/1985 - 04/03/1986
FIRST INVESTORS CORPORATION
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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