Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mahle is a financial advisor with LPL Financial LLC, registered in the state of Texas. Daniel has been in the financial industry since January 2, 2000. Daniel has worked with Waddell & Reed, Questar Capital Corporation, TIAA-CREF Individual & Institutional Services, LLC, Edward Jones, ING Financial Advisors, LLC, CUSO Financial Services, L.P., VALIC Financial Advisors, INC., Titan/Value Equities Group, INC., and Amfire, INC. Daniel specializes in providing financial planning services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
TX
07/21/2021 - Present
LPL Financial LLC (ARLINGTON TX)
TX
12/12/2012 - 07/21/2021
WADDELL & REED (ARLINGTON TX)
TX
03/30/2012 - 12/04/2012
QUESTAR CAPITAL CORPORATION (THE COLONY TX)
TX
01/24/2008 - 04/05/2012
WADDELL & REED, INC. (SOUTHLAKE TX)
TX
05/02/2007 - 10/12/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAS COLINAS TX)
TX
10/26/2006 - 04/17/2007
EDWARD JONES (THE COLONY TX)
HI
06/03/2005 - 11/08/2006
ING FINANCIAL ADVISERS, LLC (KANEOHE HI)
CA
10/26/2004 - 05/31/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
11/07/2003 - 10/26/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NA
11/17/1986 - 12/21/1989
TITAN/VALUE EQUITIES GROUP, INC.
NA
11/25/1983 - 12/27/1984
AMFIRE, INC.
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Mahle is the right advisor for you? Invested Better is here to help.
