Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Gandolph is a financial advisor with over 25 years of experience in the industry. Daniel is currently registered with LPL Financial LLC, and has been with the firm since September 2009. Before that, Daniel was a registered representative at Mutual Service Corporation and American General Securities Incorporated. Daniel is licensed to provide financial advice in Indiana and Texas. He holds Series 6, 7, 63 and 65 licenses, and the SIE exam. Daniel provides financial planning and investment advice to individuals, families, and businesses. He is also licensed to sell life insurance, disability insurance, and long-term care insurance.
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
IN
08/21/2014 - Present
LPL Financial LLC (GREENWOOD IN)
IN
03/04/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (GREENWOOD IN)
IN
10/01/2002 - 03/10/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GREENWOOD IN)
TX
10/06/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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