Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mickley is an investment advisor representative with LPL Financial LLC. Daniel has been in the financial industry since October 2005. Daniel holds Series 6, 7, and 66 securities licenses as well as the SIE exam. Daniel also holds active registrations for both Broker-Dealer and Investment Advisor Representative in Arizona, California, Connecticut, Florida, Indiana, Maryland, Ohio, Pennsylvania, Texas, Washington and West Virginia. Before joining LPL Financial, Daniel was affiliated with Janney Montgomery Scott LLC and J.P. Morgan Securities LLC.
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
OH
02/10/2023 - Present
LPL Financial LLC (Powell OH)
OH
11/09/2018 - 02/08/2023
JANNEY MONTGOMERY SCOTT LLC (Columbus (Grandview) OH)
OH
10/01/2012 - 11/23/2018
J.P. MORGAN SECURITIES LLC (DUBLIN OH)
OH
10/20/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
BOTH
Issued 04/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Mickley is the right advisor for you? Invested Better is here to help.
