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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 Welch is a financial advisor at LPL Financial LLC with over 30 years of experience in the industry. Daniel is registered with both the state of Michigan and Texas and holds numerous licenses and designations, including Series 6, 7, 24, 51, 63, 65, 99TO and SIE. Daniel has experience providing financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations. Daniel has previously worked for WWK Investments, Inc. and T. I. Investments, Inc.
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
MI
02/01/2021 - Present
LPL Financial LLC (NORTHVILLE MI)
MI
02/24/1997 - 04/23/2021
WWK INVESTMENTS, INC. (NORTHVILLE MI)
MI
07/19/1991 - 02/22/1997
T. I. INVESTMENTS, INC. (DEARBORN MI)
IA
Issued 04/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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