Unclaimed
Daniel Linroth is a financial advisor with Edward Jones, a firm with over 20,000 employees and $825 billion in assets under management. Daniel is registered with the state of Missouri as both a broker-dealer and an investment advisor representative. Daniel began his career in the financial services industry in October 2009, and has worked with Edward Jones since November 2018. Daniel specializes in providing investment and financial advice to individual investors, corporations, and small businesses, as well as pension and profit-sharing plans. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
MO
03/14/2019 - Present
Edward Jones (ST LOUIS MO)
IL
10/20/2009 - 05/06/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 03/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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