Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Halle is a financial advisor based in Warren, Pennsylvania. Daniel has been working in the financial industry since 1999. Daniel is registered as a Broker/Dealer with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Daniel specializes in helping individuals, families, and businesses with their financial planning and investment needs. Daniel has over 24 years of experience in the financial industry and is dedicated to providing clients with the highest level of personalized service.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/19/2016 - Present
Kestra Advisory Services, LLC (Warren PA)
PA
06/06/2013 - 07/01/2015
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
11/06/2006 - 03/21/2013
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
MO
03/14/2005 - 06/21/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
CT
07/29/1998 - 03/08/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
03/18/1996 - 05/07/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 05/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Halle is the right advisor for you? Invested Better is here to help.
