Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kellogg is an investment advisor representative at LPL Financial LLC. Daniel has been in the securities industry for more than 10 years. Daniel is registered with the following states: Arizona, California, Colorado, Georgia, Illinois, Iowa, Massachusetts, New Jersey, New York, North Carolina, Texas, and Wyoming. Daniel has passed the Series 7, Series 63, Series 65, and SIE exams. Daniel is also a Certified Financial Planner.
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.
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2
CO
07/14/2021 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
08/28/2012 - 08/14/2013
J.P. MORGAN SECURITIES LLC (DENVER CO)
BC
Issued 05/28/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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