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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lashalle Gordon is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry since 1997. Daniel is registered with the state of Michigan. Daniel is also registered with the state of Florida. Daniel is a registered representative of LPL Financial LLC. Daniel is a licensed insurance agent with Gleaner Life Insurance. Daniel has also held previous registrations with CFD Investments, Inc. in Kokomo, IN, Commonwealth Financial Network in Livonia, MI, and Linsco/Private Ledger Corp. in Fort Mill, SC.
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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MI
09/20/2018 - Present
LPL Financial LLC (ADRIAN MI)
IN
06/19/2014 - 06/22/2018
CFD INVESTMENTS, INC. (KOKOMO IN)
MI
08/03/2007 - 10/01/2012
LPL FINANCIAL LLC (LIVONIA MI)
MI
06/30/1998 - 08/13/2007
COMMONWEALTH FINANCIAL NETWORK (LIVONIA MI)
SC
10/10/1997 - 07/08/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/09/1996 - 10/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/09/1996 - 10/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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