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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joel Lindquist is a financial advisor with LPL Financial LLC, a large independent broker-dealer and investment advisor. Daniel has been in the financial services industry for over 10 years. Daniel is registered with FINRA and the Securities and Exchange Commission (SEC). Daniel holds the Series 7 and Series 66 securities licenses. Daniel has a strong track record of providing financial advice to individual clients, including those in the high-net-worth category. Daniel is also a Chartered Financial Analyst (CFA). He is a graduate of Taylor University. Daniel provides a wide range of financial services to clients, including financial planning, investment management, and retirement planning. Daniel is committed to providing clients with personalized service and a comprehensive approach to financial planning.
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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NJ
11/08/2019 - Present
LPL Financial LLC (WALL NJ)
IL
06/13/2016 - 03/20/2019
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
MO
05/13/2016 - 06/13/2016
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
BOTH
Issued 11/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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