Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Seitz is an investment advisor representative with LPL Financial LLC. Daniel has been in the financial services industry since August 2019 and has experience with Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered to provide investment advice in 31 states and has offices located in Fort Smith, Arkansas and Springfield, Missouri. Daniel holds the Series 66, Series 7TO, and SIE exams.
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
AR
05/10/2024 - Present
LPL Financial LLC (FORT SMITH AR)
MO
07/31/2020 - 05/13/2024
EDWARD JONES (BRANSON MO)
MO
08/22/2019 - 08/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
BOTH
Issued 09/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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