Unclaimed
Daniel Rabideaux is a financial advisor with over 25 years of experience in the industry. Daniel is currently registered with LPL Financial LLC in Virginia, MN, and has been with LPL Financial LLC since 2020. Prior to that, Daniel was a registered representative for Lincoln Financial Advisors Corporation and Investment Centers of America, Inc. Daniel holds Series 6, 7, 63, 65 and 66 licenses and is also a registered investment advisor in Minnesota. Daniel's expertise lies in providing financial planning, portfolio management, and other advisory services for individuals, families, and businesses. Daniel is also a volunteer coach and umpire for various school and youth associations in Virginia, Minnesota.
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
MN
07/22/2020 - Present
LPL Financial LLC (VIRGINIA MN)
MN
12/12/2017 - 07/23/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA MN)
MN
11/29/2017 - 12/22/2017
LPL FINANCIAL LLC (VIRGINIA MN)
MN
09/19/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (VIRGINIA MN)
NJ
08/29/1997 - 08/24/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/14/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Rabideaux is the right advisor for you? Invested Better is here to help.