Unclaimed
Daniel Gikher is a financial advisor registered with LPL Financial LLC. Daniel has been in the financial services industry since 2003 and has worked with several financial institutions. Prior to joining LPL Financial LLC, Daniel worked at J.P. Morgan Securities LLC and IFMG Securities, Inc. Daniel is currently licensed in Florida and New York. He specializes in providing financial planning, portfolio management, and investment consulting services to 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
FL
08/03/2021 - Present
LPL Financial LLC (PALM BEACH GARDENS FL)
NY
01/08/2013 - 01/13/2016
J.P. MORGAN SECURITIES LLC (FOREST HILLS NY)
NY
05/27/2008 - 01/07/2013
LPL FINANCIAL LLC (REGO PARK NY)
NY
07/05/2005 - 05/27/2008
IFMG SECURITIES, INC. (FOREST HILLS NY)
NY
09/24/2004 - 06/27/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/16/2004 - 06/29/2004
TRILLIUM TRADING LLC (NEW YORK NY)
CA
10/29/2003 - 12/19/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/17/2001 - 09/04/2001
WORLDCO, L.L.C. (NEW YORK NY)
NY
07/10/2000 - 10/19/2000
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 06/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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