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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 John Portman is a financial advisor with LPL Financial LLC in Creve Coeur, Missouri. Daniel has been in the financial services industry since April 2006, with previous experience at Edward Jones and Waddell & Reed. Daniel holds Series 7 and 66 licenses, as well as the Series SIE. Daniel specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans. Daniel also provides financial planning, portfolio management, and 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.
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2
MO
07/21/2021 - Present
LPL Financial LLC (CREVE COEUR MO)
MO
04/26/2013 - 07/21/2021
WADDELL & REED (CREVE COEUR MO)
MO
04/11/2006 - 05/01/2013
EDWARD JONES (LADUE MO)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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