Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harold Lahaie is a financial advisor at Raymond James Financial Services Advisors, Inc. located in North Canton, Ohio. Daniel has over 25 years of experience in the financial services industry. Daniel is a Certified Financial Planner and holds Series 7 and Series 63 licenses. He is registered to provide investment advice in 26 states. Daniel has previously worked at LPL FINANCIAL LLC and NFP SECURITIES, INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
07/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (NORTH CANTON OH)
OH
05/02/2011 - 09/21/2016
LPL FINANCIAL LLC (CANTON OH)
OH
01/07/2005 - 05/20/2011
NFP SECURITIES, INC. (CANTON OH)
MO
06/30/1998 - 01/11/2005
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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