Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kelly Clark is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since November 24, 2004. Daniel holds licenses in Connecticut and Texas as well as 33 other states. Daniel is also a registered investment advisor in Connecticut and Texas. Daniel has experience in both the brokerage and investment advisory fields. In addition to his work with LPL Financial, Daniel also has experience with Phoenix Equity Planning Corporation and Fahnestock & Co. Inc. Daniel is dedicated to providing clients with personalized financial advice and services.
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
CT
03/17/2021 - Present
LPL Financial LLC (GLASTONBURY CT)
PA
02/04/2009 - 03/11/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
09/28/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (WETHERSFIELD CT)
NY
02/18/2005 - 11/30/2005
HARRIS CAPITAL CORP. (NEW YORK NY)
NY
11/12/2002 - 02/25/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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