Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jacoby is a financial advisor at LPL Financial LLC and Stratos Wealth Partners, Ltd. Daniel has been in the industry since 2001 and has a broad range of experience, including working with individuals, families, businesses, and institutions. Daniel has a strong understanding of investment strategies and can help clients achieve their financial goals. Daniel is also a registered investment advisor and can provide investment advice to clients.
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
OH
07/13/2023 - Present
LPL Financial LLC (BEACHWOOD OH)
OH
10/01/2008 - 03/04/2009
J.P. MORGAN SECURITIES INC. (CLEVELAND OH)
OH
09/21/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CLEVELAND OH)
OH
10/09/2003 - 10/18/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
11/20/1995 - 01/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/05/1995 - 11/15/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/27/1995 - 06/21/1995
CHURCHILL SECURITIES, INC. (SUFFERN NY)
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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