Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Jones is a registered representative with LPL Financial LLC since October 2019. Daniel has been in the financial industry since 1997. Daniel has held previous roles at Cetera Investment Services LLC, INFINEX INVESTMENTS, INC., BANCORPSOUTH INVESTMENT SERVICES, INC., and EDWARD JONES. Daniel is licensed in Alabama, Florida, Louisiana, Mississippi, Oklahoma, Tennessee, Texas, and West Virginia.
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
MS
04/07/2021 - Present
LPL Financial LLC (HATTIESBURG MS)
MS
06/03/2019 - 08/19/2019
CETERA INVESTMENT SERVICES LLC (HATTIESBURG MS)
MS
12/02/2013 - 06/10/2019
INFINEX INVESTMENTS, INC. (HATTIESBURG MS)
MS
10/04/2001 - 12/02/2013
BANCORPSOUTH INVESTMENT SERVICES, INC. (HATTIESBURG MS)
MO
01/01/1997 - 10/04/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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