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 Harvey is a financial advisor at LPL Financial LLC and has been working in the industry since September 16, 2009. Previously, Daniel Joseph Harvey worked for CETERA ADVISOR NETWORKS LLC. Daniel Joseph Harvey is currently licensed in 22 states and has passed the SIE, Series 7 and Series 66 exams. LPL Financial LLC is a large financial firm with over $50 billion in assets under management and serves a variety of clients including individuals, businesses, and institutions.
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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CA
03/04/2019 - Present
LPL Financial LLC (CHICO CA)
CA
09/17/2009 - 03/06/2019
CETERA ADVISOR NETWORKS LLC (CHICO CA)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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