Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Strong is a financial advisor with LPL Financial LLC. Daniel is based in MIDLAND, MI and has been in the industry since 2016. Daniel is registered with the state of Michigan as an Investment Advisor Representative and Securities Agent Representative. Daniel also holds the Series 6, 7, 63, and 65 securities licenses. Daniel has previous experience with Sigma Financial Corporation and Northwestern Mutual Investment Services, LLC. Daniel's experience includes providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
MI
03/31/2021 - Present
LPL Financial LLC (MIDLAND MI)
MI
06/19/2017 - 02/20/2020
SIGMA FINANCIAL CORPORATION (Midland MI)
MI
08/04/2016 - 04/19/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MT PLEASANT MI)
IA
Issued 09/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Strong is the right advisor for you? Invested Better is here to help.
