Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Russell is a financial advisor with LPL Financial LLC. Daniel has been in the industry since 2006 and is registered with FINRA and the state of California. Daniel has also held previous positions with UVEST Financial Services Group, Inc., Mutual Service Corporation, ING Financial Partners, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Daniel specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals and believes in a personalized approach to financial planning.
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
CA
09/30/2011 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
02/02/2011 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
08/14/2006 - 11/13/2009
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
04/27/2006 - 08/17/2006
ING FINANCIAL PARTNERS, INC. (PALM BEACH GARDENS FL)
MA
02/09/2006 - 03/23/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/09/2006 - 03/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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