Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harlan Boone is a financial advisor with over 28 years of experience in the financial services industry. Daniel is currently registered with LPL Financial LLC and has been with the firm since December 2013. Prior to that, Daniel was registered with Lincoln Financial Securities Corporation from 2001 to 2013. Daniel holds Series 6, 7, 63, and 65 licenses and has a SIE designation. He has experience in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and other businesses. Daniel's primary office is located in Greensboro, North Carolina.
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
NC
01/18/2023 - Present
LPL Financial LLC (GREENSBORO NC)
NC
09/04/2001 - 12/24/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
04/02/2001 - 08/20/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IN
10/01/1997 - 04/06/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
03/23/1994 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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