Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bellet is a financial advisor with LPL Financial LLC. Daniel is based in Nashville, TN and has been in the financial services industry for over 6 years. Daniel is registered to offer securities and investment advisory services in 27 states and the District of Columbia. Daniel has passed the Series 7, Series 63, Series 65, and SIE exams. Daniel holds a state license in Tennessee and Texas. Prior to joining LPL Financial LLC, Daniel was employed by M Holdings Securities, Inc. and Vanguard Marketing Corporation.
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
TN
03/31/2022 - Present
LPL Financial LLC (NASHVILLE TN)
TN
08/27/2020 - 02/18/2022
M HOLDINGS SECURITIES, INC. (NASHVILLE TN)
NC
08/29/2016 - 04/26/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 08/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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