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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 Lauraine is a financial advisor with Drake & Associates, LLC. Daniel has been working in the financial services industry since 1997. Daniel's expertise includes portfolio management for individuals and financial planning. Daniel is registered with the state of Michigan and Wisconsin. Daniel is also a Registered Principal, which means that they are qualified to supervise other financial advisors. Daniel is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MI
04/30/2024 - Present
Drake & Associates, LLC (Grand Rapids MI)
MI
03/25/2019 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Grand Rapids MI)
MI
12/22/2022 - 12/20/2023
TD AMERITRADE, INC. (Grand Rapids MI)
MI
08/01/2013 - 03/11/2019
WADDELL & REED (BIRMINGHAM MI)
MI
05/12/2008 - 08/01/2013
THE HUNTINGTON INVESTMENT COMPANY (HOLLAND MI)
MI
07/06/2005 - 04/17/2008
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
IL
05/09/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
08/20/1997 - 04/16/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1997 - 04/16/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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